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 | $348,381 | $192,717+80.8% | $142,449+144.6% | $139,434+149.9% |
| Participation rate | 83.3% | 81.5%+1.9pp | 76.8%+6.6pp | 80.3%+3.0pp |
| Annual return | 19.01% | 17.99%+1.0pp | 19.99%-1.0pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,465 | $5,806-57.5% | $4,847-49.1% | $4,751-48.1% |
| Participant deferral / active EE | $15,900 | $7,208+120.6% | $6,283+153.0% | $6,710+137.0% |
| Admin fee / account holder | $36,581 | $15,124+141.9% | $10,011+265.4% | $11,403+220.8% |