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 | $416,743 | $83,337+400.1% | $67,834+514.4% | $273,961+52.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.75% | 259.45%-249.7pp | 138.47%-128.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $12,017 | $3,287+265.6% | $2,403+400.0% | $4,869+146.8% |
| Participant deferral / active EE | $7,775 | $4,088+90.2% | $3,160+146.1% | $5,287+47.1% |
| Admin fee / account holder | $3,559 | $6,752-47.3% | $4,622-23.0% | $10,132-64.9% |