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 | $367,375 | $133,922+174.3% | $116,228+216.1% | $142,382+158.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.53% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,597 | $3,446+62.4% | $2,994+86.9% | $4,299+30.2% |
| Participant deferral / active EE | $37,514 | $5,672+561.4% | $4,953+657.4% | $6,507+476.5% |
| Admin fee / account holder | $35,792 | $14,945+139.5% | $11,989+198.5% | $12,624+183.5% |