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 | $1,022,018 | $176,056+480.5% | $159,436+541.0% | $167,490+510.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.22% | 331.75%-318.5pp | 263.57%-250.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $18,900 | $5,297+256.8% | $4,829+291.3% | $4,837+290.7% |
| Participant deferral / active EE | $11,700 | $7,750+51.0% | $7,352+59.1% | $6,341+84.5% |
| Admin fee / account holder | $21,445 | $12,554+70.8% | $10,799+98.6% | $12,309+74.2% |