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 | $360,005 | $117,841+205.5% | $102,423+251.5% | $145,922+146.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 10.32% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $13,558 | $3,615+275.1% | $3,023+348.4% | $4,660+191.0% |
| Participant deferral / active EE | $11,284 | $5,731+96.9% | $5,053+123.3% | $6,688+68.7% |
| Admin fee / account holder | $25,101 | $13,326+88.4% | $9,451+165.6% | $13,397+87.4% |