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 | $283,353 | $57,016+397.0% | $84,966+233.5% | $80,856+250.4% |
| Participation rate | 77.4% | 56.3%+21.0pp | 67.5%+9.9pp | 67.6%+9.7pp |
| Annual return | 15.91% | 21.66%-5.8pp | 66.38%-50.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $8,100 | $1,798+350.6% | $2,727+197.0% | $2,755+194.0% |
| Participant deferral / active EE | $12,076 | $3,110+288.3% | $4,519+167.2% | $4,296+181.1% |
| Admin fee / account holder | $18,687 | $4,980+275.2% | $6,149+203.9% | $6,918+170.1% |