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 8-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 | $329,558 | $114,381+188.1% | $107,525+206.5% | $142,382+131.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.28% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $14,658 | $4,015+265.1% | $3,754+290.5% | $4,299+241.0% |
| Participant deferral / active EE | $19,040 | $5,564+242.2% | $5,116+272.2% | $6,507+192.6% |
| Admin fee / account holder | $3,509 | $9,860-64.4% | $8,919-60.7% | $12,624-72.2% |