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 | $358,106 | $155,788+129.9% | $124,672+187.2% | $167,490+113.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.14% | 17.97%-1.8pp | 5142.93%-5126.8pp | 478.56%-462.4pp |
| Employer contribution / active EE | $43,742 | $4,163+950.7% | $3,324+1216.1% | $4,837+804.2% |
| Participant deferral / active EE | $9,750 | $5,673+71.9% | $4,614+111.3% | $6,341+53.8% |
| Admin fee / account holder | $2,634 | $9,531-72.4% | $7,493-64.8% | $12,309-78.6% |