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 | $402,679 | $177,572+126.8% | $154,803+160.1% | $142,382+182.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.99% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $13,607 | $4,810+182.9% | $4,305+216.0% | $4,299+216.5% |
| Participant deferral / active EE | $9,961 | $6,272+58.8% | $5,540+79.8% | $6,507+53.1% |
| Admin fee / account holder | $9,458 | $16,786-43.7% | $14,329-34.0% | $12,624-25.1% |