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 | $286,645 | $181,894+57.6% | $156,549+83.1% | $273,961+4.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 7.90% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $9,826 | $6,248+57.3% | $5,501+78.6% | $4,869+101.8% |
| Participant deferral / active EE | $6,038 | $5,550+8.8% | $4,871+23.9% | $5,287+14.2% |
| Admin fee / account holder | $15,655 | $15,559+0.6% | $13,027+20.2% | $10,132+54.5% |