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 | $450,351 | $149,679+200.9% | $117,039+284.8% | $147,584+205.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 17.79% | 19.31%-1.5pp | 18.95%-1.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,917 | $4,937-61.2% | $3,785-49.3% | $4,876-60.7% |
| Participant deferral / active EE | $9,386 | $4,912+91.1% | $3,929+138.9% | $5,439+72.6% |
| Admin fee / account holder | $8,883 | $7,856+13.1% | $5,974+48.7% | $10,885-18.4% |