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 | $415,055 | $152,587+172.0% | $125,175+231.6% | $152,861+171.5% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 16.48% | 54.84%-38.4pp | 43.79%-27.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $15,657 | $4,946+216.5% | $3,865+305.1% | $4,762+228.8% |
| Participant deferral / active EE | $11,829 | $5,868+101.6% | $4,937+139.6% | $5,850+102.2% |
| Admin fee / account holder | $90,782 | $13,434+575.8% | $9,702+835.7% | $11,596+682.8% |