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 | $876,385 | $157,256+457.3% | $141,162+520.8% | $152,861+473.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.57% | 64.32%-29.8pp | 71.39%-36.8pp | 345.32%-310.8pp |
| Employer contribution / active EE | $5,533 | $5,261+5.2% | $4,735+16.9% | $4,762+16.2% |
| Participant deferral / active EE | $10,133 | $7,109+42.5% | $6,709+51.0% | $5,850+73.2% |
| Admin fee / account holder | $6,297 | $12,120-48.0% | $10,261-38.6% | $11,596-45.7% |