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 | $539,952 | $117,381+360.0% | $99,443+443.0% | $152,861+253.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 16.27% | 31.87%-15.6pp | 30.72%-14.5pp | 345.32%-329.1pp |
| Employer contribution / active EE | $25,402 | $3,013+743.2% | $2,540+900.2% | $4,762+433.4% |
| Participant deferral / active EE | $17,381 | $4,086+325.4% | $3,619+380.3% | $5,850+197.1% |
| Admin fee / account holder | $10,417 | $7,631+36.5% | $6,250+66.7% | $11,596-10.2% |