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 | $352,171 | $117,841+198.9% | $102,423+243.8% | $145,922+141.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 19.10% | 31.65%-12.5pp | 29.32%-10.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,000 | $3,615-72.3% | $3,023-66.9% | $4,660-78.5% |
| Participant deferral / active EE | $12,044 | $5,731+110.2% | $5,053+138.4% | $6,688+80.1% |
| Admin fee / account holder | $568 | $13,326-95.7% | $9,451-94.0% | $13,397-95.8% |