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 | $558,368 | $176,812+215.8% | $146,665+280.7% | $167,490+233.4% |
| Participation rate | 81.3% | 83.6%-2.4pp | 80.1%+1.2pp | 82.1%-0.9pp |
| Annual return | 16.42% | 24.03%-7.6pp | 22.74%-6.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $10,400 | $5,160+101.6% | $4,136+151.4% | $4,837+115.0% |
| Participant deferral / active EE | $7,837 | $6,440+21.7% | $5,506+42.3% | $6,341+23.6% |
| Admin fee / account holder | $11,291 | $13,259-14.8% | $10,280+9.8% | $12,309-8.3% |