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 | $534,310 | $214,378+149.2% | $200,582+166.4% | $142,382+275.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.15% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $23,022 | $6,841+236.5% | $6,419+258.7% | $4,299+435.5% |
| Participant deferral / active EE | $23,652 | $9,865+139.8% | $9,331+153.5% | $6,507+263.5% |
| Admin fee / account holder | $582 | $17,692-96.7% | $16,305-96.4% | $12,624-95.4% |