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 | $290,146 | $135,635+113.9% | $110,238+163.2% | $135,375+114.3% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | 4.95% | 513.19%-508.2pp | 314.74%-309.8pp | 519.73%-514.8pp |
| Employer contribution / active EE | $1,681 | $4,906-65.7% | $3,826-56.1% | $4,779-64.8% |
| Participant deferral / active EE | $4,646 | $5,506-15.6% | $4,672-0.6% | $5,609-17.2% |
| Admin fee / account holder | $2,081 | $11,457-81.8% | $8,547-75.6% | $10,827-80.8% |