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 | $499,131 | $201,272+148.0% | $184,203+171.0% | $145,922+242.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.52% | 29.00%-8.5pp | 28.81%-8.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $13,604 | $7,022+93.7% | $6,427+111.7% | $4,660+192.0% |
| Participant deferral / active EE | $8,500 | $9,806-13.3% | $9,131-6.9% | $6,688+27.1% |
| Admin fee / account holder | $1,291 | $16,364-92.1% | $13,901-90.7% | $13,397-90.4% |