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 | $488,672 | $140,940+246.7% | $112,229+335.4% | $139,434+250.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.35% | 32.71%-19.4pp | 30.20%-16.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $18,134 | $4,283+323.4% | $3,430+428.7% | $4,751+281.7% |
| Participant deferral / active EE | $7,610 | $5,874+29.5% | $4,798+58.6% | $6,710+13.4% |
| Admin fee / account holder | $60,765 | $9,954+510.5% | $7,748+684.2% | $11,403+432.9% |