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 | $383,622 | $176,812+117.0% | $146,665+161.6% | $167,490+129.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.66% | 24.03%-9.4pp | 22.74%-8.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,679 | $5,160-48.1% | $4,136-35.2% | $4,837-44.6% |
| Participant deferral / active EE | $6,377 | $6,440-1.0% | $5,506+15.8% | $6,341+0.6% |
| Admin fee / account holder | $5,336 | $13,259-59.8% | $10,280-48.1% | $12,309-56.6% |