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 | $578,683 | $107,452+438.6% | $91,541+532.2% | $142,382+306.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.92% | 22.06%-10.1pp | 20.50%-8.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $11,574 | $2,994+286.5% | $2,505+362.1% | $4,299+169.2% |
| Participant deferral / active EE | $5,167 | $4,754+8.7% | $4,008+28.9% | $6,507-20.6% |
| Admin fee / account holder | $1,967 | $8,834-77.7% | $6,956-71.7% | $12,624-84.4% |