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 | $275,631 | $165,984+66.1% | $164,813+67.2% | $145,922+88.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.44% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,061 | $5,273-23.0% | $4,341-6.4% | $4,660-12.8% |
| Participant deferral / active EE | $9,115 | $6,959+31.0% | $6,031+51.1% | $6,688+36.3% |
| Admin fee / account holder | $2,857 | $16,648-82.8% | $12,690-77.5% | $13,397-78.7% |