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 | $346,477 | $106,890+224.1% | $84,015+312.4% | $152,861+126.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 22.43% | 104.99%-82.6pp | 71.31%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $10,627 | $2,734+288.7% | $1,983+435.8% | $4,762+123.2% |
| Participant deferral / active EE | $10,487 | $4,011+161.4% | $3,239+223.8% | $5,850+79.3% |
| Admin fee / account holder | $2,515 | $8,285-69.6% | $6,101-58.8% | $11,596-78.3% |