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 | $299,926 | $185,822+61.4% | $169,993+76.4% | $139,434+115.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 11.48% | 60.50%-49.0pp | 53.37%-41.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,002 | $7,590-73.6% | $6,785-70.5% | $4,751-57.9% |
| Participant deferral / active EE | $7,307 | $11,622-37.1% | $10,408-29.8% | $6,710+8.9% |
| Admin fee / account holder | $7,939 | $15,381-48.4% | $12,815-38.1% | $11,403-30.4% |