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 | $329,388 | $165,335+99.2% | $149,696+120.0% | $158,922+107.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.21% | 348.15%-326.9pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,059 | $5,103-40.0% | $4,644-34.1% | $4,761-35.7% |
| Participant deferral / active EE | $8,349 | $7,181+16.3% | $6,842+22.0% | $5,982+39.6% |
| Admin fee / account holder | $1,259 | $10,807-88.4% | $9,309-86.5% | $11,246-88.8% |