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 | $318,320 | $103,376+207.9% | $87,100+265.5% | $152,861+108.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 21.13% | 28.10%-7.0pp | 28.19%-7.1pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,672 | $3,220+14.0% | $2,521+45.6% | $4,762-22.9% |
| Participant deferral / active EE | $5,648 | $4,778+18.2% | $4,049+39.5% | $5,850-3.5% |
| Admin fee / account holder | $6,891 | $12,205-43.5% | $7,497-8.1% | $11,596-40.6% |