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 | $523,342 | $114,381+357.5% | $107,525+386.7% | $142,382+267.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.85% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $21,724 | $4,015+441.1% | $3,754+478.8% | $4,299+405.3% |
| Participant deferral / active EE | $15,751 | $5,564+183.1% | $5,116+207.9% | $6,507+142.1% |
| Admin fee / account holder | $7,437 | $9,860-24.6% | $8,919-16.6% | $12,624-41.1% |