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 | $564,785 | $176,812+219.4% | $146,665+285.1% | $167,490+237.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.25% | 24.03%-11.8pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $19,829 | $5,160+284.3% | $4,136+379.4% | $4,837+309.9% |
| Participant deferral / active EE | $12,728 | $6,440+97.6% | $5,506+131.2% | $6,341+100.7% |
| Admin fee / account holder | $4,831 | $13,259-63.6% | $10,280-53.0% | $12,309-60.8% |