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 | $264,535 | $165,335+60.0% | $149,696+76.7% | $158,922+66.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 21.44% | 348.15%-326.7pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,949 | $5,103-61.8% | $4,644-58.0% | $4,761-59.1% |
| Participant deferral / active EE | $3,954 | $7,181-44.9% | $6,842-42.2% | $5,982-33.9% |
| Admin fee / account holder | $6,458 | $10,807-40.2% | $9,309-30.6% | $11,246-42.6% |