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 | $333,758 | $180,028+85.4% | $138,135+141.6% | $158,922+110.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 23.37% | 21.68%+1.7pp | 20.51%+2.9pp | 302.83%-279.5pp |
| Employer contribution / active EE | $5,427 | $7,470-27.4% | $5,587-2.9% | $4,761+14.0% |
| Participant deferral / active EE | $9,962 | $7,717+29.1% | $6,431+54.9% | $5,982+66.5% |
| Admin fee / account holder | $3,354 | $17,912-81.3% | $11,856-71.7% | $11,246-70.2% |