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 | $258,292 | $153,772+68.0% | $133,980+92.8% | $273,961-5.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.82% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $6,184 | $6,029+2.6% | $5,211+18.7% | $4,869+27.0% |
| Participant deferral / active EE | $7,822 | $6,958+12.4% | $6,282+24.5% | $5,287+48.0% |
| Admin fee / account holder | $2,804 | $11,765-76.2% | $9,324-69.9% | $10,132-72.3% |