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 | $392,593 | $202,432+93.9% | $169,368+131.8% | $139,434+181.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.15% | 531.74%-522.6pp | 405.60%-396.5pp | 372.94%-363.8pp |
| Employer contribution / active EE | $5,137 | $4,692+9.5% | $4,013+28.0% | $4,751+8.1% |
| Participant deferral / active EE | $11,250 | $6,938+62.1% | $6,221+80.8% | $6,710+67.7% |
| Admin fee / account holder | $1,222 | $10,708-88.6% | $9,003-86.4% | $11,403-89.3% |