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 | $572,626 | $177,572+222.5% | $154,803+269.9% | $142,382+302.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.23% | 65.07%-50.8pp | 58.88%-44.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $18,376 | $4,810+282.0% | $4,305+326.8% | $4,299+327.4% |
| Participant deferral / active EE | $9,300 | $6,272+48.3% | $5,540+67.9% | $6,507+42.9% |
| Admin fee / account holder | $3,578 | $16,786-78.7% | $14,329-75.0% | $12,624-71.7% |