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 | $588,203 | $167,484+251.2% | $151,611+288.0% | $134,475+337.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.33% | 7.80%-20.1pp | 3.33%-15.7pp | 417.96%-430.3pp |
| Employer contribution / active EE | $23,788 | $6,829+248.3% | $6,166+285.8% | $4,740+401.9% |
| Participant deferral / active EE | $16,875 | $8,986+87.8% | $8,363+101.8% | $6,400+163.7% |
| Admin fee / account holder | $5,550 | $13,783-59.7% | $11,616-52.2% | $11,426-51.4% |