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 | $491,605 | $167,484+193.5% | $151,611+224.3% | $134,475+265.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.72% | 7.80%-19.5pp | 3.33%-15.0pp | 417.96%-429.7pp |
| Employer contribution / active EE | $21,387 | $6,829+213.2% | $6,166+246.8% | $4,740+351.2% |
| Participant deferral / active EE | $14,725 | $8,986+63.9% | $8,363+76.1% | $6,400+130.1% |
| Admin fee / account holder | $803 | $13,783-94.2% | $11,616-93.1% | $11,426-93.0% |