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 | $424,111 | $127,065+233.8% | $113,168+274.8% | $142,382+197.9% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 13.38% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $996 | $3,442-71.1% | $2,975-66.5% | $4,299-76.8% |
| Participant deferral / active EE | $1,990 | $5,716-65.2% | $5,107-61.0% | $6,507-69.4% |
| Admin fee / account holder | $2,956 | $15,736-81.2% | $12,068-75.5% | $12,624-76.6% |