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 | $274,748 | $127,065+116.2% | $113,168+142.8% | $142,382+93.0% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 13.78% | 24.03%-10.2pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,398 | $3,442-1.3% | $2,975+14.2% | $4,299-21.0% |
| Participant deferral / active EE | $7,291 | $5,716+27.6% | $5,107+42.8% | $6,507+12.0% |
| Admin fee / account holder | $42,539 | $15,736+170.3% | $12,068+252.5% | $12,624+237.0% |