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 | $498,283 | $165,335+201.4% | $149,696+232.9% | $158,922+213.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.01% | 348.15%-338.1pp | 276.60%-266.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $10,731 | $5,103+110.3% | $4,644+131.1% | $4,761+125.4% |
| Participant deferral / active EE | $12,693 | $7,181+76.8% | $6,842+85.5% | $5,982+112.2% |
| Admin fee / account holder | $4,128 | $10,807-61.8% | $9,309-55.7% | $11,246-63.3% |