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 8-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 | $281,602 | $148,978+89.0% | $200,582+40.4% | $84,808+232.0% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 31.26% | 28.16%+3.1pp | 42.33%-11.1pp | 40.90%-9.6pp |
| Employer contribution / active EE | $20,212 | $4,815+319.8% | $6,419+214.9% | $2,631+668.2% |
| Participant deferral / active EE | $21,760 | $7,142+204.7% | $9,331+133.2% | $4,212+416.7% |
| Admin fee / account holder | $8,326 | $13,977-40.4% | $16,305-48.9% | $7,344+13.4% |