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 | $430,078 | $117,983+264.5% | $101,794+322.5% | $142,382+202.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.27% | 36.92%-22.6pp | 30.53%-16.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,154 | $2,773+49.8% | $2,289+81.5% | $4,299-3.4% |
| Participant deferral / active EE | $11,719 | $4,714+148.6% | $4,084+186.9% | $6,507+80.1% |
| Admin fee / account holder | $85,132 | $10,433+716.0% | $8,777+869.9% | $12,624+574.4% |