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 | $366,407 | $238,490+53.6% | $180,183+103.4% | $142,382+157.3% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 15.16% | 33.56%-18.4pp | 27.86%-12.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,383 | $6,143-77.5% | $5,039-72.5% | $4,299-67.8% |
| Participant deferral / active EE | $6,135 | $7,996-23.3% | $6,822-10.1% | $6,507-5.7% |
| Admin fee / account holder | $3,555 | $28,866-87.7% | $19,975-82.2% | $12,624-71.8% |