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 | $380,258 | $127,065+199.3% | $113,168+236.0% | $142,382+167.1% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 13.50% | 24.03%-10.5pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,151 | $3,442-37.5% | $2,975-27.7% | $4,299-50.0% |
| Participant deferral / active EE | $5,138 | $5,716-10.1% | $5,107+0.6% | $6,507-21.0% |
| Admin fee / account holder | $2,343 | $15,736-85.1% | $12,068-80.6% | $12,624-81.4% |