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 | $391,964 | $165,335+137.1% | $149,696+161.8% | $158,922+146.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.47% | 348.15%-331.7pp | 276.60%-260.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $14,834 | $5,103+190.7% | $4,644+219.4% | $4,761+211.6% |
| Participant deferral / active EE | $10,785 | $7,181+50.2% | $6,842+57.6% | $5,982+80.3% |
| Admin fee / account holder | $962 | $10,807-91.1% | $9,309-89.7% | $11,246-91.4% |