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 | $432,297 | $165,335+161.5% | $149,696+188.8% | $158,922+172.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.82% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $20,313 | $5,103+298.1% | $4,644+337.4% | $4,761+326.6% |
| Participant deferral / active EE | $12,488 | $7,181+73.9% | $6,842+82.5% | $5,982+108.8% |
| Admin fee / account holder | $35,033 | $10,807+224.2% | $9,309+276.3% | $11,246+211.5% |