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 | $425,879 | $109,982+287.2% | $97,226+338.0% | $145,922+191.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.22% | 242.90%-232.7pp | 75.13%-64.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,567 | $3,084-16.8% | $2,729-5.9% | $4,660-44.9% |
| Participant deferral / active EE | $16,231 | $4,676+247.1% | $4,264+280.7% | $6,688+142.7% |
| Admin fee / account holder | $3,014 | $6,221-51.5% | $5,654-46.7% | $13,397-77.5% |