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 | $784,842 | $185,689+322.7% | $146,762+434.8% | $357,791+119.4% |
| Participation rate | 100.0% | 86.7%+13.3pp | 81.7%+18.3pp | 85.6%+14.4pp |
| Annual return | 9.10% | -6.87%+16.0pp | -2.96%+12.1pp | 396.79%-387.7pp |
| Employer contribution / active EE | $37,500 | $4,663+704.2% | $3,453+986.1% | $7,508+399.5% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $3,550-100.0% | $5,521-100.0% |
| Admin fee / account holder | $23,361 | $15,700+48.8% | $14,221+64.3% | $28,387-17.7% |