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 | $461,730 | $214,378+115.4% | $200,582+130.2% | $142,382+224.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.22% | 46.41%-22.2pp | 42.33%-18.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $11,017 | $6,841+61.0% | $6,419+71.6% | $4,299+156.3% |
| Participant deferral / active EE | $16,773 | $9,865+70.0% | $9,331+79.8% | $6,507+157.8% |
| Admin fee / account holder | $503 | $17,692-97.2% | $16,305-96.9% | $12,624-96.0% |