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 | $326,701 | $95,416+242.4% | $185,823+75.8% | $85,850+280.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.83% | 23.59%-5.8pp | 122.05%-104.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $10,716 | $3,314+223.4% | $5,167+107.4% | $2,565+317.8% |
| Participant deferral / active EE | $6,083 | $3,423+77.7% | $5,568+9.2% | $3,952+53.9% |
| Admin fee / account holder | $7,290 | $7,213+1.1% | $16,237-55.1% | $6,260+16.4% |