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 | $493,284 | $74,927+558.4% | $101,794+384.6% | $84,808+481.7% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.2%+27.2pp | 68.3%+28.1pp |
| Annual return | 15.02% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,945 | $1,522+93.5% | $2,289+28.7% | $2,631+11.9% |
| Participant deferral / active EE | $5,700 | $3,099+83.9% | $4,084+39.6% | $4,212+35.3% |
| Admin fee / account holder | $53,422 | $6,514+720.1% | $8,777+508.7% | $7,344+627.4% |