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 | $292,218 | $107,452+172.0% | $91,541+219.2% | $142,382+105.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 14.24% | 22.06%-7.8pp | 20.50%-6.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,988 | $2,994-33.6% | $2,505-20.6% | $4,299-53.8% |
| Participant deferral / active EE | $5,459 | $4,754+14.8% | $4,008+36.2% | $6,507-16.1% |
| Admin fee / account holder | $9,482 | $8,834+7.3% | $6,956+36.3% | $12,624-24.9% |