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 | $305,369 | $90,348+238.0% | $75,972+301.9% | $145,922+109.3% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 14.66% | 620.88%-606.2pp | 359.55%-344.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $765 | $3,311-76.9% | $2,685-71.5% | $4,660-83.6% |
| Participant deferral / active EE | $3,630 | $5,162-29.7% | $4,255-14.7% | $6,688-45.7% |
| Admin fee / account holder | $40,620 | $8,467+379.8% | $6,467+528.1% | $13,397+203.2% |