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 | $275,923 | $90,503+204.9% | $78,689+250.6% | $273,961+0.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 15.03% | 75.60%-60.6pp | 62.18%-47.1pp | 41.45%-26.4pp |
| Employer contribution / active EE | $7,178 | $3,176+126.0% | $2,851+151.8% | $4,869+47.4% |
| Participant deferral / active EE | $3,467 | $3,901-11.1% | $3,517-1.4% | $5,287-34.4% |
| Admin fee / account holder | $1,212 | $5,263-77.0% | $4,510-73.1% | $10,132-88.0% |