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 | $344,261 | $228,332+50.8% | $185,823+85.3% | $158,922+116.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.65% | 40.80%-31.2pp | 35.95%-26.3pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,400 | $4,967-31.5% | $4,087-16.8% | $4,761-28.6% |
| Participant deferral / active EE | $18,718 | $6,415+191.8% | $5,632+232.4% | $5,982+212.9% |
| Admin fee / account holder | $8,759 | $11,864-26.2% | $9,500-7.8% | $11,246-22.1% |