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 | $349,514 | $95,193+267.2% | $76,523+356.7% | $135,375+158.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | 8.25% | 4.85%+3.4pp | -0.27%+8.5pp | 519.73%-511.5pp |
| Employer contribution / active EE | $2,868 | $3,302-13.2% | $2,647+8.3% | $4,779-40.0% |
| Participant deferral / active EE | $8,527 | $4,639+83.8% | $3,835+122.3% | $5,609+52.0% |
| Admin fee / account holder | $9,700 | $6,249+55.2% | $4,848+100.1% | $10,827-10.4% |