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 | $504,683 | $118,427+326.2% | $66,042+664.2% | $142,382+254.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 14.53% | 35.57%-21.0pp | 52.11%-37.6pp | 217.08%-202.5pp |
| Employer contribution / active EE | $36,384 | $2,570+1315.9% | $1,579+2203.8% | $4,299+746.3% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,835-100.0% | $6,507-100.0% |
| Admin fee / account holder | $927 | $9,593-90.3% | $5,747-83.9% | $12,624-92.7% |