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 | $281,060 | $214,378+31.1% | $200,582+40.1% | $142,382+97.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 18.18% | 46.41%-28.2pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,435 | $6,841-49.8% | $6,419-46.5% | $4,299-20.1% |
| Participant deferral / active EE | $10,644 | $9,865+7.9% | $9,331+14.1% | $6,507+63.6% |
| Admin fee / account holder | $2,498 | $17,692-85.9% | $16,305-84.7% | $12,624-80.2% |