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 | $718,704 | $124,319+478.1% | $111,297+545.8% | $167,490+329.1% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 23.40% | 37.44%-14.0pp | 54.65%-31.2pp | 478.56%-455.2pp |
| Employer contribution / active EE | $2,402 | $3,435-30.1% | $2,731-12.0% | $4,837-50.3% |
| Participant deferral / active EE | $11,013 | $5,180+112.6% | $4,487+145.4% | $6,341+73.7% |
| Admin fee / account holder | $5,147 | $10,618-51.5% | $7,964-35.4% | $12,309-58.2% |