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 | $500,181 | $95,266+425.0% | $82,389+507.1% | $142,382+251.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.09% | 25.74%-8.6pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $29,055 | $2,991+871.4% | $2,517+1054.3% | $4,299+575.8% |
| Participant deferral / active EE | $23,500 | $4,809+388.7% | $4,155+465.6% | $6,507+261.1% |
| Admin fee / account holder | $4,002 | $8,563-53.3% | $7,231-44.6% | $12,624-68.3% |