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 | $570,707 | $172,478+230.9% | $145,661+291.8% | $142,382+300.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 16.41% | 151.09%-134.7pp | 101.46%-85.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $10,727 | $4,899+118.9% | $4,238+153.1% | $4,299+149.5% |
| Participant deferral / active EE | $21,394 | $8,348+156.3% | $7,198+197.2% | $6,507+228.8% |
| Admin fee / account holder | $8,290 | $16,864-50.8% | $12,466-33.5% | $12,624-34.3% |