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 | $362,182 | $127,264+184.6% | $109,895+229.6% | $167,490+116.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 15.89% | 22.97%-7.1pp | 29.45%-13.6pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,364 | $3,322+31.4% | $2,842+53.5% | $4,837-9.8% |
| Participant deferral / active EE | $8,907 | $4,514+97.3% | $4,048+120.0% | $6,341+40.5% |
| Admin fee / account holder | $9,157 | $7,114+28.7% | $6,066+51.0% | $12,309-25.6% |