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 | $618,165 | $95,266+548.9% | $82,389+650.3% | $142,382+334.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.33% | 25.74%-7.4pp | 28.67%-10.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $14,375 | $2,991+380.6% | $2,517+471.1% | $4,299+234.4% |
| Participant deferral / active EE | $18,678 | $4,809+288.4% | $4,155+349.6% | $6,507+187.0% |
| Admin fee / account holder | $451 | $8,563-94.7% | $7,231-93.8% | $12,624-96.4% |