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 | $1,448,543 | $95,862+1411.1% | $79,550+1720.9% | $134,475+977.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.45% | -2.69%-15.8pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $17,343 | $3,128+454.4% | $2,413+618.7% | $4,740+265.9% |
| Participant deferral / active EE | $25,700 | $4,693+447.6% | $3,985+544.9% | $6,400+301.6% |
| Admin fee / account holder | $191,669 | $9,126+2000.2% | $6,832+2705.3% | $11,426+1577.5% |