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 | $348,266 | $92,703+275.7% | $82,719+321.0% | $134,475+159.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 5.03% | 944.92%-939.9pp | 701.18%-696.1pp | 417.96%-412.9pp |
| Employer contribution / active EE | $1,285 | $3,274-60.8% | $3,009-57.3% | $4,740-72.9% |
| Participant deferral / active EE | $1,978 | $4,802-58.8% | $4,395-55.0% | $6,400-69.1% |
| Admin fee / account holder | $385 | $5,983-93.6% | $5,329-92.8% | $11,426-96.6% |