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 | $346,677 | $106,584+225.3% | $101,326+242.1% | $142,382+143.5% |
| Participation rate | 76.5% | 82.7%-6.2pp | 81.5%-5.0pp | 80.1%-3.6pp |
| Annual return | 13.04% | 36.93%-23.9pp | 36.82%-23.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,674 | $8,297-19.6% | $7,994-16.5% | $6,507+2.6% |
| Admin fee / account holder | $2,596 | $11,446-77.3% | $11,185-76.8% | $12,624-79.4% |