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 | $515,867 | $197,591+161.1% | $177,821+190.1% | $158,922+224.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.68% | 58.76%-43.1pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $5,228 | $6,697-21.9% | $5,918-11.7% | $4,761+9.8% |
| Participant deferral / active EE | $10,451 | $8,405+24.3% | $7,714+35.5% | $5,982+74.7% |
| Admin fee / account holder | $2,890 | $15,399-81.2% | $12,427-76.7% | $11,246-74.3% |