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 | $307,248 | $117,841+160.7% | $102,423+200.0% | $145,922+110.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.38% | 31.65%-19.3pp | 29.32%-16.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,718 | $3,615-24.8% | $3,023-10.1% | $4,660-41.7% |
| Participant deferral / active EE | $9,018 | $5,731+57.4% | $5,053+78.5% | $6,688+34.8% |
| Admin fee / account holder | $22,594 | $13,326+69.6% | $9,451+139.1% | $13,397+68.7% |