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 | $309,407 | $95,193+225.0% | $76,523+304.3% | $135,375+128.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 1.03% | 4.85%-3.8pp | -0.27%+1.3pp | 519.73%-518.7pp |
| Employer contribution / active EE | $35,150 | $3,302+964.4% | $2,647+1227.8% | $4,779+635.5% |
| Participant deferral / active EE | $25,850 | $4,639+457.2% | $3,835+574.0% | $5,609+360.9% |
| Admin fee / account holder | $4,901 | $6,249-21.6% | $4,848+1.1% | $10,827-54.7% |