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 | $561,667 | $106,584+427.0% | $101,326+454.3% | $142,382+294.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.01% | 36.93%-12.9pp | 36.82%-12.8pp | 217.08%-193.1pp |
| Employer contribution / active EE | $4,200 | $3,956+6.2% | $3,665+14.6% | $4,299-2.3% |
| Participant deferral / active EE | $11,900 | $8,297+43.4% | $7,994+48.9% | $6,507+82.9% |
| Admin fee / account holder | $3,816 | $11,446-66.7% | $11,185-65.9% | $12,624-69.8% |