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 | $595,331 | $107,452+454.0% | $91,541+550.3% | $142,382+318.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 35.24% | 22.06%+13.2pp | 20.50%+14.7pp | 217.08%-181.8pp |
| Employer contribution / active EE | $12,171 | $2,994+306.5% | $2,505+385.9% | $4,299+183.1% |
| Participant deferral / active EE | $10,249 | $4,754+115.6% | $4,008+155.7% | $6,507+57.5% |
| Admin fee / account holder | $23,825 | $8,834+169.7% | $6,956+242.5% | $12,624+88.7% |