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 | $278,578 | $167,484+66.3% | $151,611+83.7% | $134,475+107.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -14.11% | 7.80%-21.9pp | 3.33%-17.4pp | 417.96%-432.1pp |
| Employer contribution / active EE | $7,168 | $6,829+5.0% | $6,166+16.2% | $4,740+51.2% |
| Participant deferral / active EE | $7,304 | $8,986-18.7% | $8,363-12.7% | $6,400+14.1% |
| Admin fee / account holder | $7,219 | $13,783-47.6% | $11,616-37.8% | $11,426-36.8% |