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 | $583,595 | $116,175+402.3% | $93,606+523.5% | $152,861+281.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.18% | 35.96%-11.8pp | 32.76%-8.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $628 | $3,218-80.5% | $2,718-76.9% | $4,762-86.8% |
| Participant deferral / active EE | $7,471 | $4,603+62.3% | $4,069+83.6% | $5,850+27.7% |
| Admin fee / account holder | $11,201 | $10,748+4.2% | $7,888+42.0% | $11,596-3.4% |