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 | $691,223 | $115,770+497.1% | $101,248+582.7% | $158,922+334.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 17.50% | 56.14%-38.6pp | 46.47%-29.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $13,057 | $4,175+212.8% | $3,660+256.8% | $4,761+174.2% |
| Participant deferral / active EE | $14,300 | $4,957+188.5% | $4,370+227.2% | $5,982+139.0% |
| Admin fee / account holder | $2,663 | $7,245-63.3% | $5,945-55.2% | $11,246-76.3% |