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 9-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 | $425,727 | $114,381+272.2% | $107,525+295.9% | $142,382+199.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.96% | 242.71%-228.7pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $27,394 | $4,015+582.4% | $3,754+629.8% | $4,299+537.2% |
| Participant deferral / active EE | $17,833 | $5,564+220.5% | $5,116+248.6% | $6,507+174.1% |
| Admin fee / account holder | $7,641 | $9,860-22.5% | $8,919-14.3% | $12,624-39.5% |