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 | $512,852 | $95,266+438.3% | $82,389+522.5% | $142,382+260.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.09% | 25.74%-11.6pp | 28.67%-14.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,527 | $2,991+17.9% | $2,517+40.1% | $4,299-18.0% |
| Participant deferral / active EE | $16,018 | $4,809+233.1% | $4,155+285.5% | $6,507+146.2% |
| Admin fee / account holder | $9,317 | $8,563+8.8% | $7,231+28.9% | $12,624-26.2% |