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 | $365,293 | $270,399+35.1% | $209,409+74.4% | $357,791+2.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 17.53% | 194.89%-177.4pp | 159.49%-142.0pp | 396.79%-379.3pp |
| Employer contribution / active EE | $8,789 | $6,982+25.9% | $5,035+74.6% | $7,508+17.1% |
| Participant deferral / active EE | $8,416 | $4,606+82.7% | $4,230+99.0% | $5,521+52.4% |
| Admin fee / account holder | $2,550 | $18,969-86.6% | $16,474-84.5% | $28,387-91.0% |