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 | $413,093 | $107,334+284.9% | $92,893+344.7% | $152,861+170.2% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 18.90% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $13,394 | $4,221+217.3% | $3,653+266.7% | $4,762+181.3% |
| Participant deferral / active EE | $6,180 | $4,845+27.6% | $4,236+45.9% | $5,850+5.6% |
| Admin fee / account holder | $1,185 | $7,079-83.3% | $5,794-79.6% | $11,596-89.8% |