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 | $347,304 | $100,773+244.6% | $88,946+290.5% | $142,382+143.9% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 17.02% | 70.18%-53.2pp | 57.82%-40.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,067 | $2,918+176.5% | $2,555+215.8% | $4,299+87.7% |
| Participant deferral / active EE | $4,590 | $5,230-12.2% | $4,581+0.2% | $6,507-29.5% |
| Admin fee / account holder | $2,310 | $9,693-76.2% | $8,261-72.0% | $12,624-81.7% |