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 | $511,611 | $165,335+209.4% | $149,696+241.8% | $158,922+221.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.28% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,492 | $5,103-51.2% | $4,644-46.3% | $4,761-47.7% |
| Participant deferral / active EE | $19,788 | $7,181+175.6% | $6,842+189.2% | $5,982+230.8% |
| Admin fee / account holder | $1,603 | $10,807-85.2% | $9,309-82.8% | $11,246-85.7% |