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 | $358,220 | $201,272+78.0% | $184,203+94.5% | $145,922+145.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 29.00%-10.9pp | 28.81%-10.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,903 | $7,022-72.9% | $6,427-70.4% | $4,660-59.2% |
| Participant deferral / active EE | $6,636 | $9,806-32.3% | $9,131-27.3% | $6,688-0.8% |
| Admin fee / account holder | $2,357 | $16,364-85.6% | $13,901-83.0% | $13,397-82.4% |