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 | $542,135 | $362,131+49.7% | $285,549+89.9% | $357,791+51.5% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 14.22% | 5.08%+9.1pp | 7.15%+7.1pp | 396.79%-382.6pp |
| Employer contribution / active EE | $2,777 | $5,952-53.4% | $5,022-44.7% | $7,508-63.0% |
| Participant deferral / active EE | $7,826 | $5,478+42.9% | $4,549+72.0% | $5,521+41.8% |
| Admin fee / account holder | $3,319 | $16,774-80.2% | $13,934-76.2% | $28,387-88.3% |