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 | $438,634 | $197,591+122.0% | $177,821+146.7% | $158,922+176.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 29.54% | 58.76%-29.2pp | 48.32%-18.8pp | 302.83%-273.3pp |
| Employer contribution / active EE | $4,064 | $6,697-39.3% | $5,918-31.3% | $4,761-14.6% |
| Participant deferral / active EE | $17,530 | $8,405+108.6% | $7,714+127.2% | $5,982+193.0% |
| Admin fee / account holder | $5,036 | $15,399-67.3% | $12,427-59.5% | $11,246-55.2% |