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 | $393,518 | $81,248+384.3% | $155,509+153.1% | $80,856+386.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 44.83% | 33.31%+11.5pp | 64.67%-19.8pp | 35.59%+9.2pp |
| Employer contribution / active EE | $12,559 | $3,100+305.1% | $4,672+168.8% | $2,755+355.9% |
| Participant deferral / active EE | $7,917 | $3,452+129.4% | $5,626+40.7% | $4,296+84.3% |
| Admin fee / account holder | $2,548 | $7,997-68.1% | $15,912-84.0% | $6,918-63.2% |