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 | $662,132 | $114,381+478.9% | $107,525+515.8% | $142,382+365.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.51% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,081 | $4,015-48.2% | $3,754-44.6% | $4,299-51.6% |
| Participant deferral / active EE | $8,382 | $5,564+50.6% | $5,116+63.9% | $6,507+28.8% |
| Admin fee / account holder | $3,131 | $9,860-68.2% | $8,919-64.9% | $12,624-75.2% |