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 | $439,536 | $103,376+325.2% | $87,100+404.6% | $152,861+187.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 35.37% | 28.10%+7.3pp | 28.19%+7.2pp | 345.32%-309.9pp |
| Employer contribution / active EE | $10,636 | $3,220+230.3% | $2,521+321.9% | $4,762+123.3% |
| Participant deferral / active EE | $10,214 | $4,778+113.8% | $4,049+152.3% | $5,850+74.6% |
| Admin fee / account holder | $17,288 | $12,205+41.6% | $7,497+130.6% | $11,596+49.1% |