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 | $353,366 | $65,685+438.0% | $57,179+518.0% | $273,961+29.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.49% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $13,176 | $3,279+301.9% | $2,682+391.2% | $4,869+170.6% |
| Participant deferral / active EE | $9,084 | $3,782+140.2% | $3,096+193.4% | $5,287+71.8% |
| Admin fee / account holder | $4,005 | $4,835-17.2% | $3,139+27.6% | $10,132-60.5% |