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 | $520,352 | $176,812+194.3% | $146,665+254.8% | $167,490+210.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.70% | 24.03%-11.3pp | 22.74%-10.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $17,697 | $5,160+243.0% | $4,136+327.9% | $4,837+265.8% |
| Participant deferral / active EE | $6,891 | $6,440+7.0% | $5,506+25.2% | $6,341+8.7% |
| Admin fee / account holder | $2,836 | $13,259-78.6% | $10,280-72.4% | $12,309-77.0% |