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 | $563,551 | $108,172+421.0% | $77,482+627.3% | $158,922+254.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.81% | 31.67%-14.9pp | 54.79%-38.0pp | 302.83%-286.0pp |
| Employer contribution / active EE | $12,418 | $1,325+837.3% | $986+1158.9% | $4,761+160.8% |
| Participant deferral / active EE | $13,000 | $2,456+429.3% | $1,861+598.5% | $5,982+117.3% |
| Admin fee / account holder | $4,391 | $3,708+18.4% | $2,858+53.7% | $11,246-61.0% |