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 | $426,833 | $107,452+297.2% | $91,541+366.3% | $142,382+199.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.60% | 22.06%-6.5pp | 20.50%-4.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $773 | $2,994-74.2% | $2,505-69.1% | $4,299-82.0% |
| Participant deferral / active EE | $6,238 | $4,754+31.2% | $4,008+55.7% | $6,507-4.1% |
| Admin fee / account holder | $1,623 | $8,834-81.6% | $6,956-76.7% | $12,624-87.1% |