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 | $385,454 | $180,028+114.1% | $138,135+179.0% | $158,922+142.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 15.67% | 21.68%-6.0pp | 20.51%-4.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $4,931 | $7,470-34.0% | $5,587-11.7% | $4,761+3.6% |
| Participant deferral / active EE | $9,247 | $7,717+19.8% | $6,431+43.8% | $5,982+54.6% |
| Admin fee / account holder | $1,625 | $17,912-90.9% | $11,856-86.3% | $11,246-85.5% |