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 | $316,436 | $181,894+74.0% | $156,549+102.1% | $273,961+15.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 12.45% | 30.74%-18.3pp | 32.23%-19.8pp | 41.45%-29.0pp |
| Employer contribution / active EE | $11,085 | $6,248+77.4% | $5,501+101.5% | $4,869+127.7% |
| Participant deferral / active EE | $8,354 | $5,550+50.5% | $4,871+71.5% | $5,287+58.0% |
| Admin fee / account holder | $728 | $15,559-95.3% | $13,027-94.4% | $10,132-92.8% |