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 | $421,601 | $180,028+134.2% | $138,135+205.2% | $158,922+165.3% |
| Participation rate | 80.0% | 82.2%-2.2pp | 78.7%+1.3pp | 82.0%-2.0pp |
| Annual return | 14.67% | 21.68%-7.0pp | 20.51%-5.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,336 | $7,470-55.3% | $5,587-40.3% | $4,761-29.9% |
| Participant deferral / active EE | $12,350 | $7,717+60.0% | $6,431+92.0% | $5,982+106.5% |
| Admin fee / account holder | $29,291 | $17,912+63.5% | $11,856+147.1% | $11,246+160.5% |