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 | $316,452 | $238,490+32.7% | $180,183+75.6% | $142,382+122.3% |
| Participation rate | 78.6% | 82.3%-3.7pp | 77.4%+1.1pp | 80.1%-1.5pp |
| Annual return | 16.66% | 33.56%-16.9pp | 27.86%-11.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,923 | $6,143-52.4% | $5,039-42.0% | $4,299-32.0% |
| Participant deferral / active EE | $8,696 | $7,996+8.8% | $6,822+27.5% | $6,507+33.6% |
| Admin fee / account holder | $5,430 | $28,866-81.2% | $19,975-72.8% | $12,624-57.0% |