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 | $1,129,916 | $177,572+536.3% | $154,803+629.9% | $142,382+693.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 44.67% | 65.07%-20.4pp | 58.88%-14.2pp | 217.08%-172.4pp |
| Employer contribution / active EE | $13,396 | $4,810+178.5% | $4,305+211.1% | $4,299+211.6% |
| Participant deferral / active EE | $8,616 | $6,272+37.4% | $5,540+55.5% | $6,507+32.4% |
| Admin fee / account holder | $11,758 | $16,786-30.0% | $14,329-17.9% | $12,624-6.9% |