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 | $443,048 | $210,648+110.3% | $177,989+148.9% | $145,922+203.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.72% | 385.86%-365.1pp | 294.48%-273.8pp | 561.29%-540.6pp |
| Employer contribution / active EE | $4,141 | $4,565-9.3% | $3,949+4.9% | $4,660-11.1% |
| Participant deferral / active EE | $3,375 | $6,958-51.5% | $6,276-46.2% | $6,688-49.5% |
| Admin fee / account holder | $3,315 | $12,013-72.4% | $10,363-68.0% | $13,397-75.3% |