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 | $256,134 | $68,719+272.7% | $91,541+179.8% | $84,808+202.0% |
| Participation rate | 73.0% | 64.5%+8.5pp | 69.8%+3.2pp | 68.3%+4.7pp |
| Annual return | 13.83% | 19.12%-5.3pp | 20.50%-6.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,567 | $1,920-18.4% | $2,505-37.4% | $2,631-40.4% |
| Participant deferral / active EE | $4,588 | $3,136+46.3% | $4,008+14.5% | $4,212+8.9% |
| Admin fee / account holder | $5,798 | $5,786+0.2% | $6,956-16.6% | $7,344-21.0% |