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 | $274,236 | $99,341+176.1% | $84,750+223.6% | $273,961+0.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.09% | 22.93%-11.8pp | 22.78%-11.7pp | 41.45%-30.4pp |
| Employer contribution / active EE | $18,727 | $4,214+344.4% | $3,574+423.9% | $4,869+284.6% |
| Participant deferral / active EE | $13,556 | $4,269+217.5% | $3,712+265.2% | $5,287+156.4% |
| Admin fee / account holder | $1,883 | $6,644-71.7% | $5,332-64.7% | $10,132-81.4% |