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 | $525,174 | $94,338+456.7% | $100,534+422.4% | $142,382+268.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.11% | 29.20%-10.1pp | 32.66%-13.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,343 | $4,237-68.3% | $4,346-69.1% | $4,299-68.8% |
| Participant deferral / active EE | $23,450 | $5,934+295.2% | $6,144+281.7% | $6,507+260.4% |
| Admin fee / account holder | $4,244 | $8,421-49.6% | $7,654-44.6% | $12,624-66.4% |