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 | $501,209 | $176,812+183.5% | $146,665+241.7% | $167,490+199.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.39% | 24.03%-9.6pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,268 | $5,160-17.3% | $4,136+3.2% | $4,837-11.8% |
| Participant deferral / active EE | $8,141 | $6,440+26.4% | $5,506+47.9% | $6,341+28.4% |
| Admin fee / account holder | $11,186 | $13,259-15.6% | $10,280+8.8% | $12,309-9.1% |