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 | $603,831 | $176,812+241.5% | $146,665+311.7% | $167,490+260.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.72% | 24.03%-3.3pp | 22.74%-2.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $10,072 | $5,160+95.2% | $4,136+143.5% | $4,837+108.2% |
| Participant deferral / active EE | $9,650 | $6,440+49.8% | $5,506+75.3% | $6,341+52.2% |
| Admin fee / account holder | $1,382 | $13,259-89.6% | $10,280-86.6% | $12,309-88.8% |