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 | $340,116 | $111,754+204.3% | $103,333+229.1% | $145,922+133.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 28.81% | 24.77%+4.0pp | 24.88%+3.9pp | 561.29%-532.5pp |
| Employer contribution / active EE | $3,813 | $4,212-9.5% | $3,868-1.4% | $4,660-18.2% |
| Participant deferral / active EE | $5,966 | $5,619+6.2% | $5,057+18.0% | $6,688-10.8% |
| Admin fee / account holder | $16,217 | $9,750+66.3% | $8,355+94.1% | $13,397+21.0% |