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 | $345,169 | $181,894+89.8% | $156,549+120.5% | $273,961+26.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 20.02% | 30.74%-10.7pp | 32.23%-12.2pp | 41.45%-21.4pp |
| Employer contribution / active EE | $3,487 | $6,248-44.2% | $5,501-36.6% | $4,869-28.4% |
| Participant deferral / active EE | $13,589 | $5,550+144.8% | $4,871+179.0% | $5,287+157.0% |
| Admin fee / account holder | $91,599 | $15,559+488.7% | $13,027+603.1% | $10,132+804.1% |