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 5-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 | $274,588 | $74,927+266.5% | $101,794+169.7% | $84,808+223.8% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.2%+6.8pp | 68.3%+7.7pp |
| Annual return | 16.07% | 18.70%-2.6pp | 30.53%-14.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,389 | $1,522-8.7% | $2,289-39.3% | $2,631-47.2% |
| Participant deferral / active EE | $4,728 | $3,099+52.6% | $4,084+15.8% | $4,212+12.3% |
| Admin fee / account holder | $25,479 | $6,514+291.2% | $8,777+190.3% | $7,344+246.9% |