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 | $282,248 | $131,829+114.1% | $108,579+159.9% | $273,961+3.0% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 10.66% | -91.57%+102.2pp | -51.70%+62.4pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,666 | $4,912-66.1% | $3,758-55.7% | $4,869-65.8% |
| Participant deferral / active EE | $6,286 | $5,127+22.6% | $4,311+45.8% | $5,287+18.9% |
| Admin fee / account holder | $1,921 | $10,252-81.3% | $7,645-74.9% | $10,132-81.0% |