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 | $506,492 | $105,859+378.5% | $90,160+461.8% | $147,584+243.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.20% | 37.63%-21.4pp | 34.88%-18.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $22,500 | $4,126+445.3% | $3,318+578.1% | $4,876+361.4% |
| Participant deferral / active EE | $6,080 | $5,733+6.0% | $5,288+15.0% | $5,439+11.8% |
| Admin fee / account holder | $2,538 | $8,046-68.5% | $5,943-57.3% | $10,885-76.7% |