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 | $371,391 | $117,841+215.2% | $102,423+262.6% | $145,922+154.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.58% | 31.65%-18.1pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $920 | $3,615-74.5% | $3,023-69.6% | $4,660-80.3% |
| Participant deferral / active EE | $1,822 | $5,731-68.2% | $5,053-63.9% | $6,688-72.8% |
| Admin fee / account holder | $13,080 | $13,326-1.8% | $9,451+38.4% | $13,397-2.4% |