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 | $361,329 | $115,770+212.1% | $101,248+256.9% | $158,922+127.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 14.67% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,276 | $4,175-45.5% | $3,660-37.8% | $4,761-52.2% |
| Participant deferral / active EE | $16,200 | $4,957+226.8% | $4,370+270.7% | $5,982+170.8% |
| Admin fee / account holder | $729 | $7,245-89.9% | $5,945-87.7% | $11,246-93.5% |