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 | $481,102 | $104,974+358.3% | $95,585+403.3% | $142,382+237.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.04% | 210.33%-199.3pp | 38.56%-27.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,732 | $2,779-37.7% | $2,527-31.5% | $4,299-59.7% |
| Participant deferral / active EE | $959 | $4,352-78.0% | $4,023-76.2% | $6,507-85.3% |
| Admin fee / account holder | $17,424 | $6,386+172.8% | $6,127+184.4% | $12,624+38.0% |