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 | $432,641 | $238,490+81.4% | $180,183+140.1% | $142,382+203.9% |
| Participation rate | 90.9% | 82.3%+8.6pp | 77.4%+13.5pp | 80.1%+10.8pp |
| Annual return | 12.22% | 33.56%-21.3pp | 27.86%-15.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,015 | $6,143-50.9% | $5,039-40.2% | $4,299-29.9% |
| Participant deferral / active EE | $7,163 | $7,996-10.4% | $6,822+5.0% | $6,507+10.1% |
| Admin fee / account holder | $3,005 | $28,866-89.6% | $19,975-85.0% | $12,624-76.2% |