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 | $338,368 | $149,734+126.0% | $118,925+184.5% | $158,922+112.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 49.70% | 19.95%+29.8pp | 35.88%+13.8pp | 302.83%-253.1pp |
| Employer contribution / active EE | $45,528 | $4,115+1006.3% | $3,263+1295.5% | $4,761+856.2% |
| Participant deferral / active EE | $24,500 | $5,223+369.1% | $4,265+474.5% | $5,982+309.6% |
| Admin fee / account holder | $565 | $8,603-93.4% | $6,581-91.4% | $11,246-95.0% |