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 | $369,221 | $103,376+257.2% | $87,100+323.9% | $152,861+141.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 29.58% | 28.10%+1.5pp | 28.19%+1.4pp | 345.32%-315.7pp |
| Employer contribution / active EE | $2,524 | $3,220-21.6% | $2,521+0.1% | $4,762-47.0% |
| Participant deferral / active EE | $7,991 | $4,778+67.3% | $4,049+97.4% | $5,850+36.6% |
| Admin fee / account holder | $843 | $12,205-93.1% | $7,497-88.8% | $11,596-92.7% |