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 | $1,840,383 | $117,983+1459.9% | $101,794+1708.0% | $142,382+1192.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 24.75% | 36.92%-12.2pp | 30.53%-5.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,118 | $2,773-59.7% | $2,289-51.2% | $4,299-74.0% |
| Participant deferral / active EE | $1,245 | $4,714-73.6% | $4,084-69.5% | $6,507-80.9% |
| Admin fee / account holder | $78,198 | $10,433+649.5% | $8,777+790.9% | $12,624+519.5% |