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 | $636,538 | $117,983+439.5% | $101,794+525.3% | $142,382+347.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 15.16% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,834 | $2,773+2.2% | $2,289+23.8% | $4,299-34.1% |
| Participant deferral / active EE | $7,038 | $4,714+49.3% | $4,084+72.3% | $6,507+8.2% |
| Admin fee / account holder | $3,170 | $10,433-69.6% | $8,777-63.9% | $12,624-74.9% |