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 | $686,585 | $159,602+330.2% | $150,045+357.6% | $142,382+382.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.39% | 70.24%-53.8pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $12,561 | $4,961+153.2% | $4,693+167.6% | $4,299+192.2% |
| Participant deferral / active EE | $16,410 | $8,310+97.5% | $7,997+105.2% | $6,507+152.2% |
| Admin fee / account holder | $10,025 | $14,846-32.5% | $13,435-25.4% | $12,624-20.6% |