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 5-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 | $254,438 | $95,803+165.6% | $113,168+124.8% | $84,808+200.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.67% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $7,158 | $2,360+203.3% | $2,975+140.6% | $2,631+172.1% |
| Participant deferral / active EE | $7,743 | $4,242+82.5% | $5,107+51.6% | $4,212+83.8% |
| Admin fee / account holder | $4,272 | $8,989-52.5% | $12,068-64.6% | $7,344-41.8% |