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 6-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 | $308,192 | $118,427+160.2% | $66,042+366.7% | $142,382+116.5% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 80.1%+7.4pp |
| Annual return | 14.20% | 35.57%-21.4pp | 52.11%-37.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,772 | $2,570+7.9% | $1,579+75.5% | $4,299-35.5% |
| Participant deferral / active EE | $15,194 | $4,311+252.4% | $2,835+435.9% | $6,507+133.5% |
| Admin fee / account holder | $20,968 | $9,593+118.6% | $5,747+264.9% | $12,624+66.1% |