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 | $405,417 | $99,341+308.1% | $84,750+378.4% | $273,961+48.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.98% | 22.93%-12.9pp | 22.78%-12.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $13,444 | $4,214+219.1% | $3,574+276.1% | $4,869+176.1% |
| Participant deferral / active EE | $10,167 | $4,269+138.1% | $3,712+173.9% | $5,287+92.3% |
| Admin fee / account holder | $1,333 | $6,644-79.9% | $5,332-75.0% | $10,132-86.8% |