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 | $788,255 | $228,332+245.2% | $185,823+324.2% | $158,922+396.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.24% | 40.80%-19.6pp | 35.95%-14.7pp | 302.83%-281.6pp |
| Employer contribution / active EE | $24,106 | $4,967+385.4% | $4,087+489.8% | $4,761+406.3% |
| Participant deferral / active EE | $12,893 | $6,415+101.0% | $5,632+128.9% | $5,982+115.5% |
| Admin fee / account holder | $11,846 | $11,864-0.2% | $9,500+24.7% | $11,246+5.3% |