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 | $273,640 | $68,547+299.2% | $120,354+127.4% | $80,856+238.4% |
| Participation rate | 90.0% | 61.6%+28.4pp | 71.9%+18.1pp | 67.6%+22.4pp |
| Annual return | 14.84% | 23.60%-8.8pp | 107.15%-92.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,134 | $2,051+101.5% | $3,463+19.4% | $2,755+50.1% |
| Participant deferral / active EE | $10,210 | $3,173+221.7% | $4,991+104.6% | $4,296+137.7% |
| Admin fee / account holder | $30,004 | $5,732+423.5% | $9,423+218.4% | $6,918+333.7% |