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 | $297,070 | $72,277+311.0% | $101,248+193.4% | $79,858+272.0% |
| Participation rate | 87.2% | 68.5%+18.7pp | 75.8%+11.4pp | 69.6%+17.5pp |
| Annual return | 21.59% | 22.30%-0.7pp | 46.47%-24.9pp | 31.71%-10.1pp |
| Employer contribution / active EE | $5,638 | $2,692+109.5% | $3,660+54.1% | $2,471+128.2% |
| Participant deferral / active EE | $8,913 | $3,282+171.6% | $4,370+103.9% | $3,740+138.3% |
| Admin fee / account holder | $4,676 | $4,400+6.3% | $5,945-21.4% | $5,306-11.9% |