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 | $410,416 | $149,734+174.1% | $118,925+245.1% | $158,922+158.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.31% | 19.95%-8.6pp | 35.88%-24.6pp | 302.83%-291.5pp |
| Employer contribution / active EE | $14,922 | $4,115+262.6% | $3,263+357.4% | $4,761+213.4% |
| Participant deferral / active EE | $7,000 | $5,223+34.0% | $4,265+64.1% | $5,982+17.0% |
| Admin fee / account holder | $987 | $8,603-88.5% | $6,581-85.0% | $11,246-91.2% |