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 | $1,017,650 | $197,591+415.0% | $177,821+472.3% | $158,922+540.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 31.66% | 58.76%-27.1pp | 48.32%-16.7pp | 302.83%-271.2pp |
| Employer contribution / active EE | $19,834 | $6,697+196.1% | $5,918+235.1% | $4,761+316.6% |
| Participant deferral / active EE | $16,033 | $8,405+90.8% | $7,714+107.8% | $5,982+168.0% |
| Admin fee / account holder | $20,005 | $15,399+29.9% | $12,427+61.0% | $11,246+77.9% |