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 | $739,316 | $129,942+469.0% | $104,294+608.9% | $134,475+449.8% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -0.22% | 42.03%-42.3pp | 24.61%-24.8pp | 417.96%-418.2pp |
| Employer contribution / active EE | $19,084 | $4,184+356.1% | $3,372+466.0% | $4,740+302.6% |
| Participant deferral / active EE | $1,670 | $5,588-70.1% | $4,625-63.9% | $6,400-73.9% |
| Admin fee / account holder | $26,504 | $9,323+184.3% | $7,339+261.1% | $11,426+132.0% |