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 | $518,460 | $210,408+146.4% | $153,485+237.8% | $145,922+255.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.29% | 13.37%-1.1pp | 15.65%-3.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $12,372 | $6,048+104.6% | $5,039+145.5% | $4,660+165.5% |
| Participant deferral / active EE | $32,410 | $7,975+306.4% | $6,757+379.6% | $6,688+384.6% |
| Admin fee / account holder | $4,144 | $19,419-78.7% | $12,724-67.4% | $13,397-69.1% |