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 | $741,606 | $163,101+354.7% | $136,749+442.3% | $142,382+420.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.31% | 27.54%-14.2pp | 24.33%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $19,944 | $4,117+384.5% | $3,400+486.7% | $4,299+363.9% |
| Participant deferral / active EE | $23,811 | $5,585+326.3% | $4,692+407.5% | $6,507+265.9% |
| Admin fee / account holder | $267,683 | $14,318+1769.5% | $11,386+2250.9% | $12,624+2020.5% |