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 | $338,232 | $167,484+101.9% | $151,611+123.1% | $134,475+151.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 6.18% | 7.80%-1.6pp | 3.33%+2.9pp | 417.96%-411.8pp |
| Employer contribution / active EE | $10,506 | $6,829+53.8% | $6,166+70.4% | $4,740+121.7% |
| Participant deferral / active EE | $10,600 | $8,986+18.0% | $8,363+26.7% | $6,400+65.6% |
| Admin fee / account holder | $2,104 | $13,783-84.7% | $11,616-81.9% | $11,426-81.6% |