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 | $457,936 | $110,257+315.3% | $96,544+374.3% | $139,434+228.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 23.34% | 26.32%-3.0pp | 25.84%-2.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,833 | $3,620-21.7% | $2,965-4.4% | $4,751-40.4% |
| Participant deferral / active EE | $7,331 | $5,548+32.1% | $4,851+51.1% | $6,710+9.3% |
| Admin fee / account holder | $6,170 | $11,591-46.8% | $8,252-25.2% | $11,403-45.9% |