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 | $301,912 | $108,919+177.2% | $100,391+200.7% | $145,922+106.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 57.88%-44.7pp | 49.20%-36.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $23,866 | $4,419+440.0% | $3,942+505.5% | $4,660+412.2% |
| Participant deferral / active EE | $24,250 | $8,445+187.2% | $8,082+200.1% | $6,688+262.6% |
| Admin fee / account holder | $40,506 | $9,689+318.1% | $7,899+412.8% | $13,397+202.4% |