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 | $874,122 | $70,606+1138.0% | $53,898+1521.8% | $142,382+513.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.92% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $38,515 | $1,202+3103.9% | $932+4032.2% | $4,299+795.9% |
| Participant deferral / active EE | $28,457 | $2,364+1103.8% | $1,826+1458.2% | $6,507+337.3% |
| Admin fee / account holder | $8,629 | $2,852+202.6% | $2,491+246.4% | $12,624-31.6% |