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 | $424,720 | $102,966+312.5% | $90,281+370.4% | $152,861+177.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 25.95% | 95.16%-69.2pp | 78.10%-52.2pp | 345.32%-319.4pp |
| Employer contribution / active EE | $10,591 | $3,139+237.4% | $2,854+271.0% | $4,762+122.4% |
| Participant deferral / active EE | $4,573 | $4,281+6.8% | $3,885+17.7% | $5,850-21.8% |
| Admin fee / account holder | $955 | $6,171-84.5% | $5,351-82.2% | $11,596-91.8% |