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 | $458,459 | $100,326+357.0% | $180,183+154.4% | $84,808+440.6% |
| Participation rate | 92.3% | 71.0%+21.3pp | 77.4%+14.9pp | 68.3%+24.0pp |
| Annual return | 17.55% | 17.86%-0.3pp | 27.86%-10.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,176 | $3,269+27.8% | $5,039-17.1% | $2,631+58.7% |
| Participant deferral / active EE | $5,536 | $5,066+9.3% | $6,822-18.9% | $4,212+31.5% |
| Admin fee / account holder | $7,548 | $9,674-22.0% | $19,975-62.2% | $7,344+2.8% |