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 | $321,491 | $297,529+8.1% | $246,525+30.4% | $357,791-10.1% |
| Participation rate | 90.0% | 86.5%+3.5pp | 82.0%+8.0pp | 85.6%+4.4pp |
| Annual return | 10.62% | -2.25%+12.9pp | 0.46%+10.2pp | 396.79%-386.2pp |
| Employer contribution / active EE | $8,415 | $8,709-3.4% | $7,467+12.7% | $7,508+12.1% |
| Participant deferral / active EE | $10,612 | $6,076+74.7% | $5,422+95.7% | $5,521+92.2% |
| Admin fee / account holder | $3,491 | $16,212-78.5% | $16,551-78.9% | $28,387-87.7% |