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 | $368,797 | $110,257+234.5% | $96,544+282.0% | $139,434+164.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 13.85% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,938 | $3,620+8.8% | $2,965+32.8% | $4,751-17.1% |
| Participant deferral / active EE | $7,048 | $5,548+27.0% | $4,851+45.3% | $6,710+5.0% |
| Admin fee / account holder | $39,848 | $11,591+243.8% | $8,252+382.9% | $11,403+249.5% |