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 | $821,920 | $142,344+477.4% | $119,609+587.2% | $134,475+511.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 8.12% | -12.44%+20.6pp | -14.97%+23.1pp | 417.96%-409.8pp |
| Employer contribution / active EE | $22,338 | $5,222+327.8% | $4,232+427.8% | $4,740+371.3% |
| Participant deferral / active EE | $16,310 | $6,469+152.1% | $5,602+191.1% | $6,400+154.9% |
| Admin fee / account holder | $3,991 | $13,584-70.6% | $10,323-61.3% | $11,426-65.1% |