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 | $250,549 | $101,724+146.3% | $164,813+52.0% | $80,856+209.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.14% | 16.72%+1.4pp | 69.93%-51.8pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,380 | $2,953-19.4% | $4,341-45.2% | $2,755-13.6% |
| Participant deferral / active EE | $8,065 | $4,477+80.1% | $6,031+33.7% | $4,296+87.8% |
| Admin fee / account holder | $3,350 | $8,227-59.3% | $12,690-73.6% | $6,918-51.6% |