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 | $540,714 | $88,707+509.6% | $74,183+628.9% | $273,961+97.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.11% | 11.94%-7.8pp | 17.74%-13.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $35,000 | $3,159+1007.8% | $2,370+1376.8% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $4,212+469.8% | $3,550+576.1% | $5,287+353.9% |
| Admin fee / account holder | $4,274 | $8,717-51.0% | $5,586-23.5% | $10,132-57.8% |