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 | $318,306 | $165,984+91.8% | $164,813+93.1% | $145,922+118.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.59% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,341 | $5,273-74.6% | $4,341-69.1% | $4,660-71.2% |
| Participant deferral / active EE | $15,720 | $6,959+125.9% | $6,031+160.6% | $6,688+135.1% |
| Admin fee / account holder | $10,251 | $16,648-38.4% | $12,690-19.2% | $13,397-23.5% |