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 | $436,758 | $214,378+103.7% | $200,582+117.7% | $142,382+206.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.39% | 46.41%-24.0pp | 42.33%-19.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $19,836 | $6,841+189.9% | $6,419+209.0% | $4,299+361.4% |
| Participant deferral / active EE | $16,329 | $9,865+65.5% | $9,331+75.0% | $6,507+150.9% |
| Admin fee / account holder | $14,721 | $17,692-16.8% | $16,305-9.7% | $12,624+16.6% |