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 | $406,062 | $165,335+145.6% | $149,696+171.3% | $158,922+155.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.70% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $10,857 | $5,103+112.8% | $4,644+133.8% | $4,761+128.0% |
| Participant deferral / active EE | $13,200 | $7,181+83.8% | $6,842+92.9% | $5,982+120.7% |
| Admin fee / account holder | $10,975 | $10,807+1.6% | $9,309+17.9% | $11,246-2.4% |