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 | $629,958 | $100,901+524.3% | $75,670+732.5% | $147,584+326.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 13.20% | 35.78%-22.6pp | 27.34%-14.1pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,300 | $3,253-29.3% | $2,352-2.2% | $4,876-52.8% |
| Participant deferral / active EE | $10,000 | $4,027+148.3% | $3,142+218.2% | $5,439+83.9% |
| Admin fee / account holder | $1,152 | $11,285-89.8% | $5,800-80.1% | $10,885-89.4% |