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 | $478,631 | $108,172+342.5% | $77,482+517.7% | $158,922+201.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.57% | 31.67%-19.1pp | 54.79%-42.2pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,202 | $1,325-9.3% | $986+21.9% | $4,761-74.7% |
| Participant deferral / active EE | $9,895 | $2,456+302.9% | $1,861+431.7% | $5,982+65.4% |
| Admin fee / account holder | $3,298 | $3,708-11.1% | $2,858+15.4% | $11,246-70.7% |