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 | $312,948 | $99,877+213.3% | $84,966+268.3% | $145,922+114.5% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 16.22% | 83.76%-67.5pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $7,854 | $3,231+143.1% | $2,727+188.0% | $4,660+68.6% |
| Participant deferral / active EE | $4,263 | $5,291-19.4% | $4,519-5.7% | $6,688-36.3% |
| Admin fee / account holder | $2,362 | $7,248-67.4% | $6,149-61.6% | $13,397-82.4% |