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 | $319,620 | $121,625+162.8% | $104,607+205.5% | $158,922+101.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.11% | 465.26%-457.1pp | 340.46%-332.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,591 | $3,163-18.1% | $2,681-3.3% | $4,761-45.6% |
| Participant deferral / active EE | $4,311 | $4,177+3.2% | $3,740+15.3% | $5,982-27.9% |
| Admin fee / account holder | $4,801 | $7,787-38.3% | $6,473-25.8% | $11,246-57.3% |