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 | $266,172 | $180,028+47.9% | $138,135+92.7% | $158,922+67.5% |
| Participation rate | 85.7% | 82.2%+3.5pp | 78.7%+7.0pp | 82.0%+3.8pp |
| Annual return | 21.92% | 21.68%+0.2pp | 20.51%+1.4pp | 302.83%-280.9pp |
| Employer contribution / active EE | $4,738 | $7,470-36.6% | $5,587-15.2% | $4,761-0.5% |
| Participant deferral / active EE | $8,956 | $7,717+16.0% | $6,431+39.3% | $5,982+49.7% |
| Admin fee / account holder | $12,311 | $17,912-31.3% | $11,856+3.8% | $11,246+9.5% |