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 | $299,993 | $163,101+83.9% | $136,749+119.4% | $142,382+110.7% |
| Participation rate | 76.2% | 78.2%-2.0pp | 72.1%+4.1pp | 80.1%-3.9pp |
| Annual return | 21.78% | 27.54%-5.8pp | 24.33%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,542 | $5,585+106.7% | $4,692+146.0% | $6,507+77.4% |
| Admin fee / account holder | $21,668 | $14,318+51.3% | $11,386+90.3% | $12,624+71.6% |