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 | $635,301 | $162,781+290.3% | $133,956+374.3% | $158,922+299.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.46% | 41.94%-28.5pp | 45.09%-31.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,698 | $4,975-25.7% | $3,919-5.6% | $4,761-22.3% |
| Participant deferral / active EE | $16,940 | $5,911+186.6% | $5,048+235.6% | $5,982+183.2% |
| Admin fee / account holder | $9,655 | $11,736-17.7% | $8,927+8.2% | $11,246-14.1% |