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 | $649,795 | $214,378+203.1% | $200,582+224.0% | $142,382+356.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.31% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,343 | $6,841-7.3% | $6,419-1.2% | $4,299+47.5% |
| Participant deferral / active EE | $9,228 | $9,865-6.5% | $9,331-1.1% | $6,507+41.8% |
| Admin fee / account holder | $3,133 | $17,692-82.3% | $16,305-80.8% | $12,624-75.2% |