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 | $258,880 | $110,257+134.8% | $96,544+168.1% | $139,434+85.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 23.53% | 26.32%-2.8pp | 25.84%-2.3pp | 372.94%-349.4pp |
| Employer contribution / active EE | $6,103 | $3,620+68.6% | $2,965+105.8% | $4,751+28.5% |
| Participant deferral / active EE | $4,213 | $5,548-24.1% | $4,851-13.2% | $6,710-37.2% |
| Admin fee / account holder | $2,303 | $11,591-80.1% | $8,252-72.1% | $11,403-79.8% |