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 | $366,915 | $210,408+74.4% | $153,485+139.1% | $145,922+151.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 16.40% | 13.37%+3.0pp | 15.65%+0.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $7,153 | $6,048+18.3% | $5,039+42.0% | $4,660+53.5% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,757-100.0% | $6,688-100.0% |
| Admin fee / account holder | $12,985 | $19,419-33.1% | $12,724+2.1% | $13,397-3.1% |