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 | $349,579 | $74,927+366.6% | $101,794+243.4% | $84,808+312.2% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.2%+13.6pp | 68.3%+14.4pp |
| Annual return | 17.91% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $11,681 | $1,522+667.6% | $2,289+410.3% | $2,631+344.0% |
| Participant deferral / active EE | $12,111 | $3,099+290.8% | $4,084+196.5% | $4,212+187.6% |
| Admin fee / account holder | $4,144 | $6,514-36.4% | $8,777-52.8% | $7,344-43.6% |