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 | $519,453 | $140,940+268.6% | $112,229+362.9% | $139,434+272.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.05% | 32.71%-19.7pp | 30.20%-17.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $31,520 | $4,283+635.9% | $3,430+818.9% | $4,751+563.5% |
| Participant deferral / active EE | $22,500 | $5,874+283.0% | $4,798+369.0% | $6,710+235.3% |
| Admin fee / account holder | $7,754 | $9,954-22.1% | $7,748+0.1% | $11,403-32.0% |