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 | $1,372,606 | $179,726+663.7% | $156,263+778.4% | $142,382+864.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.35% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $77,230 | $5,069+1423.5% | $4,333+1682.3% | $4,299+1696.4% |
| Participant deferral / active EE | $65,381 | $6,956+839.9% | $6,158+961.7% | $6,507+904.7% |
| Admin fee / account holder | $6,146 | $17,272-64.4% | $14,255-56.9% | $12,624-51.3% |