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 | $572,389 | $81,625+601.2% | $58,482+878.7% | $139,434+310.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.39% | 7404.20%-7388.8pp | 4239.32%-4223.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $14,311 | $1,398+923.5% | $1,053+1258.7% | $4,751+201.2% |
| Participant deferral / active EE | $17,172 | $2,557+571.7% | $1,924+792.6% | $6,710+155.9% |
| Admin fee / account holder | $4,102 | $3,265+25.6% | $2,516+63.0% | $11,403-64.0% |