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 | $317,402 | $106,584+197.8% | $101,326+213.2% | $142,382+122.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.79% | 36.93%-20.1pp | 36.82%-20.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $21,766 | $3,956+450.2% | $3,665+493.8% | $4,299+406.3% |
| Participant deferral / active EE | $22,875 | $8,297+175.7% | $7,994+186.2% | $6,507+251.5% |
| Admin fee / account holder | $2,289 | $11,446-80.0% | $11,185-79.5% | $12,624-81.9% |