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 | $292,127 | $102,616+184.7% | $81,983+256.3% | $158,922+83.8% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.2%+15.4pp | 82.0%+2.7pp |
| Annual return | 15.90% | 61.04%-45.1pp | 41.31%-25.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,185 | $3,240-63.4% | $2,498-52.6% | $4,761-75.1% |
| Participant deferral / active EE | $10,363 | $4,648+122.9% | $3,722+178.4% | $5,982+73.2% |
| Admin fee / account holder | $8,192 | $8,235-0.5% | $5,664+44.6% | $11,246-27.2% |