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 | $261,241 | $110,257+136.9% | $96,544+170.6% | $139,434+87.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.93% | 26.32%-10.4pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $6,269 | $3,620+73.2% | $2,965+111.4% | $4,751+32.0% |
| Participant deferral / active EE | $9,808 | $5,548+76.8% | $4,851+102.2% | $6,710+46.2% |
| Admin fee / account holder | $45,787 | $11,591+295.0% | $8,252+454.8% | $11,403+301.6% |