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 | $369,948 | $105,126+251.9% | $94,646+290.9% | $139,434+165.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.12% | 38.03%-9.9pp | 156.71%-128.6pp | 372.94%-344.8pp |
| Employer contribution / active EE | $1,000 | $4,106-75.6% | $3,672-72.8% | $4,751-79.0% |
| Participant deferral / active EE | $19,268 | $7,599+153.6% | $7,418+159.8% | $6,710+187.2% |
| Admin fee / account holder | $12,186 | $8,984+35.6% | $7,231+68.5% | $11,403+6.9% |