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 | $278,901 | $105,931+163.3% | $81,930+240.4% | $158,922+75.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 19.51% | 38.17%-18.7pp | 29.49%-10.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $15,948 | $7,800+104.5% | $4,310+270.0% | $4,761+235.0% |
| Participant deferral / active EE | $12,693 | $13,003-2.4% | $7,107+78.6% | $5,982+112.2% |
| Admin fee / account holder | $2,201 | $8,489-74.1% | $5,158-57.3% | $11,246-80.4% |