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 | $511,879 | $100,773+408.0% | $88,946+475.5% | $142,382+259.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.16% | 70.18%-52.0pp | 57.82%-39.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $7,135 | $2,918+144.5% | $2,555+179.2% | $4,299+66.0% |
| Participant deferral / active EE | $9,141 | $5,230+74.8% | $4,581+99.5% | $6,507+40.5% |
| Admin fee / account holder | $2,433 | $9,693-74.9% | $8,261-70.6% | $12,624-80.7% |