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 | $273,991 | $176,812+55.0% | $146,665+86.8% | $167,490+63.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.84% | 24.03%-13.2pp | 22.74%-11.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $12,096 | $5,160+134.4% | $4,136+192.4% | $4,837+150.1% |
| Participant deferral / active EE | $7,944 | $6,440+23.4% | $5,506+44.3% | $6,341+25.3% |
| Admin fee / account holder | $3,552 | $13,259-73.2% | $10,280-65.4% | $12,309-71.1% |