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 | $802,566 | $142,405+463.6% | $115,157+596.9% | $152,861+425.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 28.29% | 41.48%-13.2pp | 35.60%-7.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $3,890 | $4,010-3.0% | $3,179+22.4% | $4,762-18.3% |
| Participant deferral / active EE | $16,144 | $5,164+212.6% | $4,168+287.3% | $5,850+176.0% |
| Admin fee / account holder | $3,158 | $8,462-62.7% | $7,088-55.4% | $11,596-72.8% |