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 | $614,816 | $106,584+476.8% | $101,326+506.8% | $142,382+331.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.63% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $6,458 | $3,956+63.2% | $3,665+76.2% | $4,299+50.2% |
| Participant deferral / active EE | $18,419 | $8,297+122.0% | $7,994+130.4% | $6,507+183.1% |
| Admin fee / account holder | $1,665 | $11,446-85.5% | $11,185-85.1% | $12,624-86.8% |