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 | $1,023,142 | $148,534+588.8% | $135,903+652.8% | $139,434+633.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.24% | 79.19%-66.0pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $6,907 | $5,243+31.7% | $4,856+42.2% | $4,751+45.4% |
| Participant deferral / active EE | $18,305 | $8,100+126.0% | $7,758+136.0% | $6,710+172.8% |
| Admin fee / account holder | $11,715 | $12,400-5.5% | $10,762+8.9% | $11,403+2.7% |