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 | $403,732 | $165,335+144.2% | $149,696+169.7% | $158,922+154.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.37% | 348.15%-325.8pp | 276.60%-254.2pp | 302.83%-280.5pp |
| Employer contribution / active EE | $4,621 | $5,103-9.4% | $4,644-0.5% | $4,761-2.9% |
| Participant deferral / active EE | $6,568 | $7,181-8.5% | $6,842-4.0% | $5,982+9.8% |
| Admin fee / account holder | $3,175 | $10,807-70.6% | $9,309-65.9% | $11,246-71.8% |