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 | $429,763 | $114,381+275.7% | $107,525+299.7% | $142,382+201.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.25% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $8,864 | $4,015+120.8% | $3,754+136.1% | $4,299+106.2% |
| Participant deferral / active EE | $11,515 | $5,564+106.9% | $5,116+125.1% | $6,507+76.9% |
| Admin fee / account holder | $1,007 | $9,860-89.8% | $8,919-88.7% | $12,624-92.0% |