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 | $467,778 | $159,602+193.1% | $150,045+211.8% | $142,382+228.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.28% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,342 | $4,961-12.5% | $4,693-7.5% | $4,299+1.0% |
| Participant deferral / active EE | $16,376 | $8,310+97.1% | $7,997+104.8% | $6,507+151.7% |
| Admin fee / account holder | $44,459 | $14,846+199.5% | $13,435+230.9% | $12,624+252.2% |