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 | $1,077,389 | $167,484+543.3% | $151,611+610.6% | $134,475+701.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.99% | 7.80%-22.8pp | 3.33%-18.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $33,333 | $6,829+388.1% | $6,166+440.6% | $4,740+603.3% |
| Participant deferral / active EE | $19,183 | $8,986+113.5% | $8,363+129.4% | $6,400+199.8% |
| Admin fee / account holder | $37,055 | $13,783+168.8% | $11,616+219.0% | $11,426+224.3% |