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 | $1,096,883 | $106,584+929.1% | $101,326+982.5% | $142,382+670.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.33% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,003 | $3,956-74.6% | $3,665-72.6% | $4,299-76.7% |
| Participant deferral / active EE | $20,481 | $8,297+146.8% | $7,994+156.2% | $6,507+214.7% |
| Admin fee / account holder | $95,506 | $11,446+734.4% | $11,185+753.9% | $12,624+656.6% |