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 | $634,589 | $162,781+289.8% | $133,956+373.7% | $158,922+299.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.81% | 41.94%-21.1pp | 45.09%-24.3pp | 302.83%-282.0pp |
| Employer contribution / active EE | $16,937 | $4,975+240.4% | $3,919+332.2% | $4,761+255.7% |
| Participant deferral / active EE | $12,750 | $5,911+115.7% | $5,048+152.6% | $5,982+113.1% |
| Admin fee / account holder | $21,657 | $11,736+84.5% | $8,927+142.6% | $11,246+92.6% |