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 | $349,489 | $114,381+205.5% | $107,525+225.0% | $142,382+145.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.92% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $16,449 | $4,015+309.7% | $3,754+338.2% | $4,299+282.6% |
| Participant deferral / active EE | $22,760 | $5,564+309.0% | $5,116+344.9% | $6,507+249.8% |
| Admin fee / account holder | $105,897 | $9,860+974.0% | $8,919+1087.4% | $12,624+738.9% |