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 | $714,875 | $201,272+255.2% | $184,203+288.1% | $145,922+389.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.65% | 29.00%-15.3pp | 28.81%-15.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $21,013 | $7,022+199.3% | $6,427+226.9% | $4,660+351.0% |
| Participant deferral / active EE | $20,700 | $9,806+111.1% | $9,131+126.7% | $6,688+209.5% |
| Admin fee / account holder | $1,600 | $16,364-90.2% | $13,901-88.5% | $13,397-88.1% |