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 | $284,979 | $127,065+124.3% | $113,168+151.8% | $142,382+100.2% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 21.66% | 24.03%-2.4pp | 24.27%-2.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $6,732 | $3,442+95.6% | $2,975+126.3% | $4,299+56.6% |
| Participant deferral / active EE | $9,732 | $5,716+70.3% | $5,107+90.6% | $6,507+49.6% |
| Admin fee / account holder | $610 | $15,736-96.1% | $12,068-94.9% | $12,624-95.2% |