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 | $624,812 | $162,781+283.8% | $133,956+366.4% | $158,922+293.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.90% | 41.94%-34.0pp | 45.09%-37.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $12,938 | $4,975+160.0% | $3,919+230.2% | $4,761+171.7% |
| Participant deferral / active EE | $7,801 | $5,911+32.0% | $5,048+54.5% | $5,982+30.4% |
| Admin fee / account holder | $2,421 | $11,736-79.4% | $8,927-72.9% | $11,246-78.5% |