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 | $321,990 | $117,841+173.2% | $102,423+214.4% | $145,922+120.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 10.68% | 31.65%-21.0pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,820 | $3,615+5.7% | $3,023+26.4% | $4,660-18.0% |
| Participant deferral / active EE | $8,004 | $5,731+39.7% | $5,053+58.4% | $6,688+19.7% |
| Admin fee / account holder | $3,266 | $13,326-75.5% | $9,451-65.4% | $13,397-75.6% |