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 7-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 | $322,840 | $110,257+192.8% | $96,544+234.4% | $139,434+131.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 22.80% | 26.32%-3.5pp | 25.84%-3.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $15,367 | $3,620+324.5% | $2,965+418.3% | $4,751+223.5% |
| Participant deferral / active EE | $21,125 | $5,548+280.8% | $4,851+335.5% | $6,710+214.8% |
| Admin fee / account holder | $1,222 | $11,591-89.5% | $8,252-85.2% | $11,403-89.3% |