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 | $473,009 | $131,829+258.8% | $108,579+335.6% | $273,961+72.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.76% | -91.57%+103.3pp | -51.70%+63.5pp | 41.45%-29.7pp |
| Employer contribution / active EE | $14,850 | $4,912+202.3% | $3,758+295.1% | $4,869+205.0% |
| Participant deferral / active EE | $20,000 | $5,127+290.1% | $4,311+364.0% | $5,287+278.3% |
| Admin fee / account holder | $4,669 | $10,252-54.5% | $7,645-38.9% | $10,132-53.9% |