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 | $251,849 | $100,754+150.0% | $86,677+190.6% | $134,475+87.3% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | 1.99% | 29.04%-27.0pp | 35.91%-33.9pp | 417.96%-416.0pp |
| Employer contribution / active EE | $2,312 | $3,489-33.7% | $2,836-18.5% | $4,740-51.2% |
| Participant deferral / active EE | $6,416 | $5,338+20.2% | $4,656+37.8% | $6,400+0.2% |
| Admin fee / account holder | $6,455 | $10,926-40.9% | $7,493-13.9% | $11,426-43.5% |