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 | $264,088 | $68,719+284.3% | $91,541+188.5% | $84,808+211.4% |
| Participation rate | 78.1% | 64.5%+13.6pp | 69.8%+8.4pp | 68.3%+9.8pp |
| Annual return | 13.32% | 19.12%-5.8pp | 20.50%-7.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,903 | $1,920+51.2% | $2,505+15.9% | $2,631+10.3% |
| Participant deferral / active EE | $4,851 | $3,136+54.7% | $4,008+21.0% | $4,212+15.2% |
| Admin fee / account holder | $15,832 | $5,786+173.6% | $6,956+127.6% | $7,344+115.6% |