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 | $741,152 | $98,240+654.4% | $82,313+800.4% | $147,584+402.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.76% | 30.85%-10.1pp | 25.88%-5.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $6,063 | $3,192+90.0% | $2,428+149.7% | $4,876+24.3% |
| Participant deferral / active EE | $10,800 | $4,383+146.4% | $3,706+191.4% | $5,439+98.6% |
| Admin fee / account holder | $4,409 | $8,563-48.5% | $5,608-21.4% | $10,885-59.5% |