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 | $262,381 | $127,065+106.5% | $113,168+131.9% | $142,382+84.3% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 16.39% | 24.03%-7.6pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,340 | $3,442-32.0% | $2,975-21.4% | $4,299-45.6% |
| Participant deferral / active EE | $7,826 | $5,716+36.9% | $5,107+53.2% | $6,507+20.3% |
| Admin fee / account holder | $2,548 | $15,736-83.8% | $12,068-78.9% | $12,624-79.8% |