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 | $302,456 | $153,311+97.3% | $109,313+176.7% | $273,961+10.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.25% | 29.86%-26.6pp | 22.07%-18.8pp | 41.45%-38.2pp |
| Employer contribution / active EE | $4,007 | $5,619-28.7% | $3,892+3.0% | $4,869-17.7% |
| Participant deferral / active EE | $16,028 | $3,932+307.6% | $3,166+406.2% | $5,287+203.1% |
| Admin fee / account holder | $10,201 | $8,076+26.3% | $5,666+80.0% | $10,132+0.7% |