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 | $305,180 | $60,022+408.4% | $88,946+243.1% | $84,808+259.9% |
| Participation rate | 81.3% | 57.8%+23.4pp | 68.8%+12.4pp | 68.3%+12.9pp |
| Annual return | 14.14% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $9,597 | $1,703+463.6% | $2,555+275.6% | $2,631+264.8% |
| Participant deferral / active EE | $14,090 | $3,114+352.5% | $4,581+207.5% | $4,212+234.5% |
| Admin fee / account holder | $28,734 | $4,811+497.3% | $8,261+247.8% | $7,344+291.3% |