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 | $521,763 | $362,131+44.1% | $285,549+82.7% | $357,791+45.8% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 15.01% | 5.08%+9.9pp | 7.15%+7.9pp | 396.79%-381.8pp |
| Employer contribution / active EE | $12,799 | $5,952+115.0% | $5,022+154.8% | $7,508+70.5% |
| Participant deferral / active EE | $10,414 | $5,478+90.1% | $4,549+128.9% | $5,521+88.6% |
| Admin fee / account holder | $3,071 | $16,774-81.7% | $13,934-78.0% | $28,387-89.2% |