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 6-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 | $357,929 | $99,918+258.2% | $81,382+339.8% | $145,922+145.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,271 | $2,978+9.8% | $2,463+32.8% | $4,660-29.8% |
| Participant deferral / active EE | $12,653 | $4,605+174.8% | $3,883+225.8% | $6,688+89.2% |
| Admin fee / account holder | $1,144 | $8,212-86.1% | $5,768-80.2% | $13,397-91.5% |