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 | $254,696 | $129,942+96.0% | $104,294+144.2% | $134,475+89.4% |
| Participation rate | 73.9% | 79.5%-5.6pp | 73.3%+0.7pp | 81.2%-7.3pp |
| Annual return | 7.36% | 42.03%-34.7pp | 24.61%-17.2pp | 417.96%-410.6pp |
| Employer contribution / active EE | $4,924 | $4,184+17.7% | $3,372+46.0% | $4,740+3.9% |
| Participant deferral / active EE | $4,910 | $5,588-12.1% | $4,625+6.2% | $6,400-23.3% |
| Admin fee / account holder | $39,283 | $9,323+321.4% | $7,339+435.2% | $11,426+243.8% |