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 | $629,257 | $201,272+212.6% | $184,203+241.6% | $145,922+331.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.02% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $35,919 | $7,022+411.5% | $6,427+458.9% | $4,660+670.8% |
| Participant deferral / active EE | $22,321 | $9,806+127.6% | $9,131+144.4% | $6,688+233.8% |
| Admin fee / account holder | $66,668 | $16,364+307.4% | $13,901+379.6% | $13,397+397.6% |