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 | $265,713 | $179,726+47.8% | $156,263+70.0% | $142,382+86.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 16.87% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,004 | $5,069-40.7% | $4,333-30.7% | $4,299-30.1% |
| Participant deferral / active EE | $9,590 | $6,956+37.9% | $6,158+55.7% | $6,507+47.4% |
| Admin fee / account holder | $2,554 | $17,272-85.2% | $14,255-82.1% | $12,624-79.8% |