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 | $358,067 | $89,355+300.7% | $141,162+153.7% | $72,985+390.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.31% | 111.85%-92.5pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $12,745 | $3,114+309.2% | $4,735+169.2% | $2,440+422.4% |
| Participant deferral / active EE | $10,193 | $5,418+88.1% | $6,709+51.9% | $3,607+182.6% |
| Admin fee / account holder | $4,615 | $5,958-22.5% | $10,261-55.0% | $5,124-9.9% |