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 | $371,796 | $180,028+106.5% | $138,135+169.2% | $158,922+133.9% |
| Participation rate | 92.3% | 82.2%+10.1pp | 78.7%+13.6pp | 82.0%+10.3pp |
| Annual return | 19.24% | 21.68%-2.4pp | 20.51%-1.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $3,311 | $7,470-55.7% | $5,587-40.7% | $4,761-30.5% |
| Participant deferral / active EE | $11,039 | $7,717+43.0% | $6,431+71.6% | $5,982+84.5% |
| Admin fee / account holder | $4,624 | $17,912-74.2% | $11,856-61.0% | $11,246-58.9% |