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 | $431,364 | $201,272+114.3% | $184,203+134.2% | $145,922+195.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.44% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $16,236 | $7,022+131.2% | $6,427+152.6% | $4,660+248.4% |
| Participant deferral / active EE | $11,069 | $9,806+12.9% | $9,131+21.2% | $6,688+65.5% |
| Admin fee / account holder | $1,870 | $16,364-88.6% | $13,901-86.5% | $13,397-86.0% |