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 | $433,053 | $159,602+171.3% | $150,045+188.6% | $142,382+204.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.39% | 70.24%-48.8pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $19,361 | $4,961+290.3% | $4,693+312.5% | $4,299+350.3% |
| Participant deferral / active EE | $9,975 | $8,310+20.0% | $7,997+24.7% | $6,507+53.3% |
| Admin fee / account holder | $1,550 | $14,846-89.6% | $13,435-88.5% | $12,624-87.7% |