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 | $556,991 | $202,432+175.1% | $169,368+228.9% | $139,434+299.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.12% | 531.74%-517.6pp | 405.60%-391.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $9,820 | $4,692+109.3% | $4,013+144.7% | $4,751+106.7% |
| Participant deferral / active EE | $27,000 | $6,938+289.2% | $6,221+334.0% | $6,710+302.4% |
| Admin fee / account holder | $4,848 | $10,708-54.7% | $9,003-46.2% | $11,403-57.5% |