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 | $633,343 | $142,405+344.7% | $115,157+450.0% | $152,861+314.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.80% | 41.48%-14.7pp | 35.60%-8.8pp | 345.32%-318.5pp |
| Employer contribution / active EE | $4,769 | $4,010+18.9% | $3,179+50.0% | $4,762+0.1% |
| Participant deferral / active EE | $24,350 | $5,164+371.5% | $4,168+484.2% | $5,850+316.2% |
| Admin fee / account holder | $744 | $8,462-91.2% | $7,088-89.5% | $11,596-93.6% |