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 | $927,532 | $181,894+409.9% | $156,549+492.5% | $273,961+238.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.56% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $9,608 | $6,248+53.8% | $5,501+74.7% | $4,869+97.3% |
| Participant deferral / active EE | $8,100 | $5,550+45.9% | $4,871+66.3% | $5,287+53.2% |
| Admin fee / account holder | $2,333 | $15,559-85.0% | $13,027-82.1% | $10,132-77.0% |