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 | $517,770 | $105,859+389.1% | $90,160+474.3% | $147,584+250.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.88% | 37.63%-21.7pp | 34.88%-19.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $29,773 | $4,126+621.6% | $3,318+797.3% | $4,876+510.6% |
| Participant deferral / active EE | $14,525 | $5,733+153.3% | $5,288+174.7% | $5,439+167.1% |
| Admin fee / account holder | $3,164 | $8,046-60.7% | $5,943-46.8% | $10,885-70.9% |