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 | $644,443 | $157,256+309.8% | $141,162+356.5% | $152,861+321.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.17% | 64.32%-46.2pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,170 | $5,261-77.8% | $4,735-75.3% | $4,762-75.4% |
| Participant deferral / active EE | $21,750 | $7,109+205.9% | $6,709+224.2% | $5,850+271.8% |
| Admin fee / account holder | $10,258 | $12,120-15.4% | $10,2610% | $11,596-11.5% |