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 | $254,374 | $138,347+83.9% | $184,203+38.1% | $80,856+214.6% |
| Participation rate | 88.2% | 83.9%+4.4pp | 86.8%+1.4pp | 67.6%+20.6pp |
| Annual return | 18.02% | 20.02%-2.0pp | 28.81%-10.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $6,798 | $4,850+40.1% | $6,427+5.8% | $2,755+146.8% |
| Participant deferral / active EE | $8,037 | $7,071+13.7% | $9,131-12.0% | $4,296+87.1% |
| Admin fee / account holder | $9,278 | $10,483-11.5% | $13,901-33.3% | $6,918+34.1% |