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 8-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 | $349,303 | $201,272+73.5% | $184,203+89.6% | $145,922+139.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 16.86% | 29.00%-12.1pp | 28.81%-11.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,421 | $7,022-51.3% | $6,427-46.8% | $4,660-26.6% |
| Participant deferral / active EE | $5,906 | $9,806-39.8% | $9,131-35.3% | $6,688-11.7% |
| Admin fee / account holder | $404 | $16,364-97.5% | $13,901-97.1% | $13,397-97.0% |