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 | $414,903 | $118,849+249.1% | $96,562+329.7% | $167,490+147.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.75% | 50.49%-32.7pp | 37.78%-20.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $12,678 | $3,120+306.4% | $2,356+438.0% | $4,837+162.1% |
| Participant deferral / active EE | $9,500 | $4,616+105.8% | $3,849+146.8% | $6,341+49.8% |
| Admin fee / account holder | $1,587 | $8,065-80.3% | $6,181-74.3% | $12,309-87.1% |