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 | $417,097 | $99,079+321.0% | $77,999+434.7% | $273,961+52.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.86% | 217.93%-208.1pp | 425.96%-416.1pp | 41.45%-31.6pp |
| Employer contribution / active EE | $16,044 | $3,308+385.1% | $2,470+549.5% | $4,869+229.5% |
| Participant deferral / active EE | $24,235 | $4,306+462.8% | $3,497+593.1% | $5,287+358.4% |
| Admin fee / account holder | $62,646 | $8,954+599.6% | $5,480+1043.1% | $10,132+518.3% |