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 | $402,427 | $124,319+223.7% | $111,297+261.6% | $167,490+140.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.50% | 37.44%-19.9pp | 54.65%-37.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,740 | $3,435-20.2% | $2,731+0.3% | $4,837-43.4% |
| Participant deferral / active EE | $17,748 | $5,180+242.6% | $4,487+295.5% | $6,341+179.9% |
| Admin fee / account holder | $1,518 | $10,618-85.7% | $7,964-80.9% | $12,309-87.7% |