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 | $337,890 | $152,587+121.4% | $125,175+169.9% | $152,861+121.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.95% | 54.84%-33.9pp | 43.79%-22.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,212 | $4,946-75.5% | $3,865-68.6% | $4,762-74.6% |
| Participant deferral / active EE | $3,999 | $5,868-31.9% | $4,937-19.0% | $5,850-31.6% |
| Admin fee / account holder | $1,367 | $13,434-89.8% | $9,702-85.9% | $11,596-88.2% |