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 | $1,066,016 | $102,616+938.8% | $81,983+1200.3% | $158,922+570.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.89% | 61.04%-37.2pp | 41.31%-17.4pp | 302.83%-278.9pp |
| Employer contribution / active EE | $31,403 | $3,240+869.2% | $2,498+1157.1% | $4,761+559.6% |
| Participant deferral / active EE | $23,833 | $4,648+412.8% | $3,722+540.3% | $5,982+298.4% |
| Admin fee / account holder | $1,199 | $8,235-85.4% | $5,664-78.8% | $11,246-89.3% |