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 6-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 | $432,888 | $107,452+302.9% | $91,541+372.9% | $142,382+204.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 16.90% | 22.06%-5.2pp | 20.50%-3.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,423 | $2,994-19.1% | $2,505-3.3% | $4,299-43.6% |
| Participant deferral / active EE | $10,448 | $4,754+119.8% | $4,008+160.7% | $6,507+60.6% |
| Admin fee / account holder | $1,350 | $8,834-84.7% | $6,956-80.6% | $12,624-89.3% |