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 | $559,245 | $167,307+234.3% | $143,757+289.0% | $134,475+315.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 3.98% | 0.46%+3.5pp | -0.04%+4.0pp | 417.96%-414.0pp |
| Employer contribution / active EE | $8,250 | $5,619+46.8% | $4,951+66.6% | $4,740+74.1% |
| Participant deferral / active EE | $3,999 | $6,446-38.0% | $5,637-29.1% | $6,400-37.5% |
| Admin fee / account holder | $6,557 | $18,088-63.7% | $14,673-55.3% | $11,426-42.6% |