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 | $336,450 | $227,553+47.9% | $189,557+77.5% | $167,490+100.9% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 15.27% | 78.40%-63.1pp | 64.17%-48.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,703 | $5,316-30.3% | $4,412-16.1% | $4,837-23.4% |
| Participant deferral / active EE | $10,662 | $7,002+52.3% | $6,174+72.7% | $6,341+68.1% |
| Admin fee / account holder | $6,667 | $11,878-43.9% | $9,807-32.0% | $12,309-45.8% |