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 | $373,947 | $110,809+237.5% | $86,874+330.4% | $167,490+123.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.18% | 116.98%-104.8pp | 63.52%-51.3pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,033 | $3,244-68.2% | $2,495-58.6% | $4,837-78.6% |
| Participant deferral / active EE | $5,433 | $4,546+19.5% | $3,699+46.9% | $6,341-14.3% |
| Admin fee / account holder | $834 | $8,415-90.1% | $5,828-85.7% | $12,309-93.2% |