See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,426 | $106,515+331.3% | $96,683+375.2% | $139,434+229.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.77% | 38.43%-20.7pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $850 | $4,103-79.3% | $3,737-77.3% | $4,751-82.1% |
| Participant deferral / active EE | $3,188 | $5,454-41.6% | $4,878-34.7% | $6,710-52.5% |
| Admin fee / account holder | $1,181 | $7,877-85.0% | $6,730-82.5% | $11,403-89.6% |