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 | $318,342 | $124,281+156.1% | $109,143+191.7% | $167,490+90.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.68% | 26.04%-0.4pp | 25.75%-0.1pp | 478.56%-452.9pp |
| Employer contribution / active EE | $6,761 | $4,207+60.7% | $3,722+81.7% | $4,837+39.8% |
| Participant deferral / active EE | $17,333 | $5,255+229.8% | $4,653+272.5% | $6,341+173.3% |
| Admin fee / account holder | $1,338 | $7,970-83.2% | $6,752-80.2% | $12,309-89.1% |