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 | $279,483 | $152,587+83.2% | $125,175+123.3% | $152,861+82.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.09% | 54.84%-36.7pp | 43.79%-25.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,409 | $4,946-31.1% | $3,865-11.8% | $4,762-28.4% |
| Participant deferral / active EE | $9,928 | $5,868+69.2% | $4,937+101.1% | $5,850+69.7% |
| Admin fee / account holder | $1,451 | $13,434-89.2% | $9,702-85.0% | $11,596-87.5% |