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 | $461,997 | $108,172+327.1% | $77,482+496.3% | $158,922+190.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 25.80% | 31.67%-5.9pp | 54.79%-29.0pp | 302.83%-277.0pp |
| Employer contribution / active EE | $13,443 | $1,325+914.6% | $986+1262.8% | $4,761+182.3% |
| Participant deferral / active EE | $10,063 | $2,456+309.7% | $1,861+440.7% | $5,982+68.2% |
| Admin fee / account holder | $4,044 | $3,708+9.1% | $2,858+41.5% | $11,246-64.0% |