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 | $529,783 | $154,117+243.8% | $129,995+307.5% | $139,434+280.0% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 17.00% | 32.48%-15.5pp | -137.18%+154.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $11,215 | $5,289+112.0% | $4,320+159.6% | $4,751+136.1% |
| Participant deferral / active EE | $7,730 | $6,710+15.2% | $5,820+32.8% | $6,710+15.2% |
| Admin fee / account holder | $19,373 | $14,007+38.3% | $10,614+82.5% | $11,403+69.9% |