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 | $1,113,054 | $118,427+839.9% | $66,042+1585.4% | $142,382+681.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 13.63% | 35.57%-21.9pp | 52.11%-38.5pp | 217.08%-203.4pp |
| Employer contribution / active EE | $67,620 | $2,570+2531.5% | $1,579+4181.8% | $4,299+1472.9% |
| Participant deferral / active EE | $38,500 | $4,311+793.0% | $2,835+1257.8% | $6,507+491.7% |
| Admin fee / account holder | $91,293 | $9,593+851.6% | $5,747+1488.6% | $12,624+623.2% |