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 | $790,785 | $106,584+641.9% | $101,326+680.4% | $142,382+455.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.87% | 36.93%-24.1pp | 36.82%-23.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $20,000 | $3,956+405.6% | $3,665+445.7% | $4,299+365.2% |
| Participant deferral / active EE | $19,070 | $8,297+129.8% | $7,994+138.6% | $6,507+193.1% |
| Admin fee / account holder | $114,912 | $11,446+903.9% | $11,185+927.4% | $12,624+810.3% |