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 | $389,204 | $118,849+227.5% | $96,562+303.1% | $167,490+132.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 14.17% | 50.49%-36.3pp | 37.78%-23.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,740 | $3,120-12.2% | $2,356+16.3% | $4,837-43.4% |
| Participant deferral / active EE | $3,372 | $4,616-26.9% | $3,849-12.4% | $6,341-46.8% |
| Admin fee / account holder | $6,332 | $8,065-21.5% | $6,181+2.5% | $12,309-48.6% |