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 | $267,210 | $101,724+162.7% | $164,813+62.1% | $80,856+230.5% |
| Participation rate | 92.0% | 71.8%+20.2pp | 78.6%+13.4pp | 67.6%+24.4pp |
| Annual return | 17.19% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $5,618 | $2,953+90.2% | $4,341+29.4% | $2,755+103.9% |
| Participant deferral / active EE | $13,103 | $4,477+192.7% | $6,031+117.2% | $4,296+205.0% |
| Admin fee / account holder | $7,503 | $8,227-8.8% | $12,690-40.9% | $6,918+8.5% |