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 | $359,976 | $165,335+117.7% | $149,696+140.5% | $158,922+126.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.99% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $4,078 | $5,103-20.1% | $4,644-12.2% | $4,761-14.3% |
| Participant deferral / active EE | $13,919 | $7,181+93.8% | $6,842+103.4% | $5,982+132.7% |
| Admin fee / account holder | $4,069 | $10,807-62.3% | $9,309-56.3% | $11,246-63.8% |