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 | $512,293 | $238,490+114.8% | $180,183+184.3% | $142,382+259.8% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 17.47% | 33.56%-16.1pp | 27.86%-10.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,572 | $6,143-58.1% | $5,039-49.0% | $4,299-40.2% |
| Participant deferral / active EE | $17,712 | $7,996+121.5% | $6,822+159.6% | $6,507+172.2% |
| Admin fee / account holder | $4,277 | $28,866-85.2% | $19,975-78.6% | $12,624-66.1% |