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 | $398,947 | $117,841+238.5% | $102,423+289.5% | $145,922+173.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 16.15% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,757 | $3,615+3.9% | $3,023+24.3% | $4,660-19.4% |
| Participant deferral / active EE | $12,921 | $5,731+125.5% | $5,053+155.7% | $6,688+93.2% |
| Admin fee / account holder | $304 | $13,326-97.7% | $9,451-96.8% | $13,397-97.7% |