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 | $505,769 | $104,974+381.8% | $95,585+429.1% | $142,382+255.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.04% | 210.33%-193.3pp | 38.56%-21.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,725 | $2,779+70.0% | $2,527+87.0% | $4,299+9.9% |
| Participant deferral / active EE | $18,210 | $4,352+318.4% | $4,023+352.7% | $6,507+179.8% |
| Admin fee / account holder | $1,295 | $6,386-79.7% | $6,127-78.9% | $12,624-89.7% |