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 9-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 | $398,225 | $100,852+294.9% | $90,404+340.5% | $158,922+150.6% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 20.08% | 1724.20%-1704.1pp | 1293.02%-1272.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,282 | $3,689-38.1% | $3,262-30.1% | $4,761-52.1% |
| Participant deferral / active EE | $3,108 | $4,348-28.5% | $3,963-21.6% | $5,982-48.0% |
| Admin fee / account holder | $1,426 | $6,501-78.1% | $5,611-74.6% | $11,246-87.3% |