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 | $414,572 | $202,432+104.8% | $169,368+144.8% | $139,434+197.3% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 19.84% | 531.74%-511.9pp | 405.60%-385.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,630 | $4,692-1.3% | $4,013+15.4% | $4,751-2.5% |
| Participant deferral / active EE | $15,074 | $6,938+117.3% | $6,221+142.3% | $6,710+124.6% |
| Admin fee / account holder | $4,689 | $10,708-56.2% | $9,003-47.9% | $11,403-58.9% |