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 | $452,687 | $176,056+157.1% | $159,436+183.9% | $167,490+170.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.15% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $31,997 | $5,297+504.0% | $4,829+562.5% | $4,837+561.4% |
| Participant deferral / active EE | $24,700 | $7,750+218.7% | $7,352+236.0% | $6,341+289.5% |
| Admin fee / account holder | $19,692 | $12,554+56.9% | $10,799+82.4% | $12,309+60.0% |