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 | $380,317 | $165,912+129.2% | $122,332+210.9% | $147,584+157.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.36% | 34.55%-19.2pp | 30.27%-14.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $13,632 | $5,754+136.9% | $4,050+236.6% | $4,876+179.6% |
| Participant deferral / active EE | $8,967 | $4,005+123.9% | $3,287+172.8% | $5,439+64.9% |
| Admin fee / account holder | $2,456 | $7,424-66.9% | $5,478-55.2% | $10,885-77.4% |