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 | $596,690 | $104,974+468.4% | $95,585+524.3% | $142,382+319.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.39% | 210.33%-192.9pp | 38.56%-21.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $15,416 | $2,779+454.8% | $2,527+510.2% | $4,299+258.6% |
| Participant deferral / active EE | $11,565 | $4,352+165.7% | $4,023+187.5% | $6,507+77.7% |
| Admin fee / account holder | $4,886 | $6,386-23.5% | $6,127-20.3% | $12,624-61.3% |