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 | $284,159 | $91,190+211.6% | $178,490+59.2% | $79,858+255.8% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 23.53% | 24.19%-0.7pp | 151.07%-127.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,802 | $3,256-13.9% | $5,011-44.1% | $2,471+13.4% |
| Participant deferral / active EE | $6,665 | $3,236+106.0% | $5,202+28.1% | $3,740+78.2% |
| Admin fee / account holder | $1,805 | $6,751-73.3% | $13,984-87.1% | $5,306-66.0% |