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 | $909,733 | $180,028+405.3% | $138,135+558.6% | $158,922+472.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 8.58% | 21.68%-13.1pp | 20.51%-11.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $25,753 | $7,470+244.8% | $5,587+361.0% | $4,761+440.9% |
| Participant deferral / active EE | $20,650 | $7,717+167.6% | $6,431+221.1% | $5,982+245.2% |
| Admin fee / account holder | $6,714 | $17,912-62.5% | $11,856-43.4% | $11,246-40.3% |