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 | $551,096 | $106,515+417.4% | $96,683+470.0% | $139,434+295.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.99% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $22,754 | $4,103+454.6% | $3,737+508.9% | $4,751+379.0% |
| Participant deferral / active EE | $16,800 | $5,454+208.0% | $4,878+244.4% | $6,710+150.4% |
| Admin fee / account holder | $6,541 | $7,877-17.0% | $6,730-2.8% | $11,403-42.6% |