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 | $380,598 | $117,381+224.2% | $99,443+282.7% | $152,861+149.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 29.31% | 31.87%-2.6pp | 30.72%-1.4pp | 345.32%-316.0pp |
| Employer contribution / active EE | $12,441 | $3,013+313.0% | $2,540+389.9% | $4,762+161.2% |
| Participant deferral / active EE | $7,595 | $4,086+85.9% | $3,619+109.9% | $5,850+29.8% |
| Admin fee / account holder | $523 | $7,631-93.1% | $6,250-91.6% | $11,596-95.5% |