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 | $306,997 | $90,600+238.9% | $79,464+286.3% | $135,375+126.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 38.76% | 977.43%-938.7pp | 718.14%-679.4pp | 519.73%-481.0pp |
| Employer contribution / active EE | $441 | $3,068-85.6% | $2,800-84.3% | $4,779-90.8% |
| Participant deferral / active EE | $4,800 | $4,050+18.5% | $3,704+29.6% | $5,609-14.4% |
| Admin fee / account holder | $1,200 | $5,907-79.7% | $5,113-76.5% | $10,827-88.9% |