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 | $396,217 | $177,572+123.1% | $154,803+155.9% | $142,382+178.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.43% | 65.07%-43.6pp | 58.88%-37.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,109 | $4,810-56.2% | $4,305-51.0% | $4,299-50.9% |
| Participant deferral / active EE | $6,103 | $6,272-2.7% | $5,540+10.2% | $6,507-6.2% |
| Admin fee / account holder | $6,240 | $16,786-62.8% | $14,329-56.4% | $12,624-50.6% |