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 9-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 | $305,607 | $210,408+45.2% | $153,485+99.1% | $145,922+109.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 20.05% | 13.37%+6.7pp | 15.65%+4.4pp | 561.29%-541.2pp |
| Employer contribution / active EE | $5,366 | $6,048-11.3% | $5,039+6.5% | $4,660+15.2% |
| Participant deferral / active EE | $9,658 | $7,975+21.1% | $6,757+42.9% | $6,688+44.4% |
| Admin fee / account holder | $828 | $19,419-95.7% | $12,724-93.5% | $13,397-93.8% |