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 | $272,713 | $85,022+220.8% | $70,515+286.7% | $139,434+95.6% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.3%+15.0pp | 80.3%+3.0pp |
| Annual return | 18.38% | 30.38%-12.0pp | 32.77%-14.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $931 | $3,909-76.2% | $2,973-68.7% | $4,751-80.4% |
| Participant deferral / active EE | $3,965 | $5,890-32.7% | $4,567-13.2% | $6,710-40.9% |
| Admin fee / account holder | $3,005 | $8,906-66.3% | $6,412-53.1% | $11,403-73.6% |