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 | $445,366 | $201,272+121.3% | $184,203+141.8% | $145,922+205.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.29% | 29.00%+5.3pp | 28.81%+5.5pp | 561.29%-527.0pp |
| Employer contribution / active EE | $9,203 | $7,022+31.1% | $6,427+43.2% | $4,660+97.5% |
| Participant deferral / active EE | $19,996 | $9,806+103.9% | $9,131+119.0% | $6,688+199.0% |
| Admin fee / account holder | $492 | $16,364-97.0% | $13,901-96.5% | $13,397-96.3% |