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 | $273,509 | $107,452+154.5% | $91,541+198.8% | $142,382+92.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.8%+1.7pp | 80.1%-8.7pp |
| Annual return | 16.12% | 22.06%-5.9pp | 20.50%-4.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,032 | $2,994+1.3% | $2,505+21.1% | $4,299-29.5% |
| Participant deferral / active EE | $11,616 | $4,754+144.3% | $4,008+189.8% | $6,507+78.5% |
| Admin fee / account holder | $9,459 | $8,834+7.1% | $6,956+36.0% | $12,624-25.1% |