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 | $775,089 | $163,101+375.2% | $136,749+466.8% | $142,382+444.4% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 10.53% | 27.54%-17.0pp | 24.33%-13.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,238 | $4,117-45.6% | $3,400-34.2% | $4,299-47.9% |
| Participant deferral / active EE | $7,650 | $5,585+37.0% | $4,692+63.0% | $6,507+17.6% |
| Admin fee / account holder | $21,668 | $14,318+51.3% | $11,386+90.3% | $12,624+71.6% |