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 | $266,692 | $100,773+164.6% | $88,946+199.8% | $142,382+87.3% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 18.66% | 70.18%-51.5pp | 57.82%-39.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,896 | $2,918-35.0% | $2,555-25.8% | $4,299-55.9% |
| Participant deferral / active EE | $7,075 | $5,230+35.3% | $4,581+54.4% | $6,507+8.7% |
| Admin fee / account holder | $917 | $9,693-90.5% | $8,261-88.9% | $12,624-92.7% |