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 | $383,444 | $99,020+287.2% | $86,590+342.8% | $147,584+159.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.79% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.8pp |
| Employer contribution / active EE | $6,154 | $3,132+96.5% | $2,839+116.7% | $4,876+26.2% |
| Participant deferral / active EE | $4,152 | $3,972+4.5% | $3,609+15.0% | $5,439-23.7% |
| Admin fee / account holder | $12,982 | $5,710+127.4% | $4,906+164.6% | $10,885+19.3% |