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 | $609,362 | $117,983+416.5% | $101,794+498.6% | $142,382+328.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 15.02% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,952 | $2,773-29.6% | $2,289-14.7% | $4,299-54.6% |
| Participant deferral / active EE | $5,026 | $4,714+6.6% | $4,084+23.1% | $6,507-22.8% |
| Admin fee / account holder | $5,456 | $10,433-47.7% | $8,777-37.8% | $12,624-56.8% |