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 | $737,337 | $102,616+618.5% | $81,983+799.4% | $158,922+364.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.82% | 61.04%-46.2pp | 41.31%-26.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $13,969 | $3,240+331.1% | $2,498+459.2% | $4,761+193.4% |
| Participant deferral / active EE | $9,150 | $4,648+96.9% | $3,722+145.8% | $5,982+53.0% |
| Admin fee / account holder | $5,867 | $8,235-28.8% | $5,664+3.6% | $11,246-47.8% |