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 3-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 | $1,237,163 | $109,982+1024.9% | $97,226+1172.5% | $145,922+747.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.97% | 242.90%-226.9pp | 75.13%-59.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $798 | $3,084-74.1% | $2,729-70.8% | $4,660-82.9% |
| Participant deferral / active EE | $15,925 | $4,676+240.6% | $4,264+273.5% | $6,688+138.1% |
| Admin fee / account holder | $3,428 | $6,221-44.9% | $5,654-39.4% | $13,397-74.4% |