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 | $405,961 | $162,781+149.4% | $133,956+203.1% | $158,922+155.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.26% | 41.94%-22.7pp | 45.09%-25.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $5,325 | $4,975+7.0% | $3,919+35.9% | $4,761+11.8% |
| Participant deferral / active EE | $17,176 | $5,911+190.6% | $5,048+240.3% | $5,982+187.1% |
| Admin fee / account holder | $2,571 | $11,736-78.1% | $8,927-71.2% | $11,246-77.1% |