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 | $331,822 | $124,281+167.0% | $109,143+204.0% | $167,490+98.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 23.56% | 26.04%-2.5pp | 25.75%-2.2pp | 478.56%-455.0pp |
| Employer contribution / active EE | $8,667 | $4,207+106.0% | $3,722+132.9% | $4,837+79.2% |
| Participant deferral / active EE | $14,660 | $5,255+179.0% | $4,653+215.1% | $6,341+131.2% |
| Admin fee / account holder | $2,800 | $7,970-64.9% | $6,752-58.5% | $12,309-77.3% |