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 | $284,251 | $112,881+151.8% | $90,951+212.5% | $158,922+78.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.41% | 215.79%-200.4pp | 134.60%-119.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,162 | $2,893-25.3% | $2,122+1.9% | $4,761-54.6% |
| Participant deferral / active EE | $13,251 | $4,128+221.0% | $3,373+292.9% | $5,982+121.5% |
| Admin fee / account holder | $25,857 | $8,041+221.6% | $5,959+333.9% | $11,246+129.9% |