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 5-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 | $688,580 | $297,529+131.4% | $246,525+179.3% | $357,791+92.5% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 15.23% | -2.25%+17.5pp | 0.46%+14.8pp | 396.79%-381.6pp |
| Employer contribution / active EE | $9,915 | $8,709+13.8% | $7,467+32.8% | $7,508+32.1% |
| Participant deferral / active EE | $7,229 | $6,076+19.0% | $5,422+33.3% | $5,521+30.9% |
| Admin fee / account holder | $12,992 | $16,212-19.9% | $16,551-21.5% | $28,387-54.2% |