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 | $346,349 | $95,266+263.6% | $82,389+320.4% | $142,382+143.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 13.81% | 25.74%-11.9pp | 28.67%-14.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $698 | $2,991-76.7% | $2,517-72.3% | $4,299-83.8% |
| Participant deferral / active EE | $3,152 | $4,809-34.5% | $4,155-24.1% | $6,507-51.6% |
| Admin fee / account holder | $6,245 | $8,563-27.1% | $7,231-13.6% | $12,624-50.5% |