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 | $278,473 | $153,772+81.1% | $133,980+107.8% | $273,961+1.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.61% | 36.51%-27.9pp | 29.30%-20.7pp | 41.45%-32.8pp |
| Employer contribution / active EE | $15,516 | $6,029+157.4% | $5,211+197.7% | $4,869+218.7% |
| Participant deferral / active EE | $14,508 | $6,958+108.5% | $6,282+131.0% | $5,287+174.4% |
| Admin fee / account holder | $775 | $11,765-93.4% | $9,324-91.7% | $10,132-92.4% |