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 | $375,652 | $115,770+224.5% | $101,248+271.0% | $158,922+136.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.40% | 56.14%-26.7pp | 46.47%-17.1pp | 302.83%-273.4pp |
| Employer contribution / active EE | $2,548 | $4,175-39.0% | $3,660-30.4% | $4,761-46.5% |
| Participant deferral / active EE | $10,636 | $4,957+114.6% | $4,370+143.4% | $5,982+77.8% |
| Admin fee / account holder | $1,655 | $7,245-77.2% | $5,945-72.2% | $11,246-85.3% |