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 | $368,296 | $162,781+126.3% | $133,956+174.9% | $158,922+131.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.25% | 41.94%-34.7pp | 45.09%-37.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,377 | $4,975-72.3% | $3,919-64.9% | $4,761-71.1% |
| Participant deferral / active EE | $4,544 | $5,911-23.1% | $5,048-10.0% | $5,982-24.0% |
| Admin fee / account holder | $1,432 | $11,736-87.8% | $8,927-84.0% | $11,246-87.3% |