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 | $370,527 | $110,257+236.1% | $96,544+283.8% | $139,434+165.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 34.60% | 26.32%+8.3pp | 25.84%+8.8pp | 372.94%-338.3pp |
| Employer contribution / active EE | $1,411 | $3,620-61.0% | $2,965-52.4% | $4,751-70.3% |
| Participant deferral / active EE | $20,103 | $5,548+262.3% | $4,851+314.4% | $6,710+199.6% |
| Admin fee / account holder | $14,262 | $11,591+23.0% | $8,252+72.8% | $11,403+25.1% |