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 | $269,091 | $95,803+180.9% | $113,168+137.8% | $84,808+217.3% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.7pp |
| Annual return | 15.31% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,615 | $2,360+10.8% | $2,975-12.1% | $2,631-0.6% |
| Participant deferral / active EE | $5,308 | $4,242+25.1% | $5,107+3.9% | $4,212+26.0% |
| Admin fee / account holder | $594 | $8,989-93.4% | $12,068-95.1% | $7,344-91.9% |