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 | $292,459 | $112,881+159.1% | $90,951+221.6% | $158,922+84.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.11% | 215.79%-193.7pp | 134.60%-112.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $10,249 | $2,893+254.3% | $2,122+383.0% | $4,761+115.3% |
| Participant deferral / active EE | $7,892 | $4,128+91.2% | $3,373+134.0% | $5,982+31.9% |
| Admin fee / account holder | $2,424 | $8,041-69.8% | $5,959-59.3% | $11,246-78.4% |