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 | $287,277 | $85,022+237.9% | $70,515+307.4% | $139,434+106.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 28.49% | 30.38%-1.9pp | 32.77%-4.3pp | 372.94%-344.4pp |
| Employer contribution / active EE | $1,857 | $3,909-52.5% | $2,973-37.5% | $4,751-60.9% |
| Participant deferral / active EE | $7,436 | $5,890+26.2% | $4,567+62.8% | $6,710+10.8% |
| Admin fee / account holder | $21,848 | $8,906+145.3% | $6,412+240.7% | $11,403+91.6% |