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 | $441,320 | $152,587+189.2% | $125,175+252.6% | $152,861+188.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.16% | 54.84%-35.7pp | 43.79%-24.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $9,673 | $4,946+95.6% | $3,865+150.2% | $4,762+103.1% |
| Participant deferral / active EE | $9,515 | $5,868+62.2% | $4,937+92.7% | $5,850+62.6% |
| Admin fee / account holder | $20,806 | $13,434+54.9% | $9,702+114.4% | $11,596+79.4% |