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 | $440,905 | $99,918+341.3% | $81,382+441.8% | $145,922+202.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 29.10% | 34.32%-5.2pp | 24.73%+4.4pp | 561.29%-532.2pp |
| Employer contribution / active EE | $12,552 | $2,978+321.5% | $2,463+409.7% | $4,660+169.4% |
| Participant deferral / active EE | $10,994 | $4,605+138.7% | $3,883+183.1% | $6,688+64.4% |
| Admin fee / account holder | $10,004 | $8,212+21.8% | $5,768+73.4% | $13,397-25.3% |