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 | $346,228 | $113,339+205.5% | $94,993+264.5% | $147,584+134.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.91% | 20.77%-2.9pp | 27.12%-9.2pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,519 | $3,160-20.3% | $2,603-3.3% | $4,876-48.3% |
| Participant deferral / active EE | $610 | $3,777-83.9% | $3,317-81.6% | $5,439-88.8% |
| Admin fee / account holder | $431 | $6,063-92.9% | $4,960-91.3% | $10,885-96.0% |