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 | $334,917 | $70,756+373.3% | $65,493+411.4% | $142,382+135.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.21% | 1754.89%-1741.7pp | 982.45%-969.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $13,062 | $2,881+353.4% | $2,574+407.4% | $4,299+203.8% |
| Participant deferral / active EE | $7,257 | $4,637+56.5% | $3,961+83.2% | $6,507+11.5% |
| Admin fee / account holder | $724 | $6,559-89.0% | $5,028-85.6% | $12,624-94.3% |