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 | $353,431 | $118,680+197.8% | $98,907+257.3% | $158,922+122.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.75% | 372.35%-351.6pp | 196.43%-175.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $8,832 | $3,333+165.0% | $2,689+228.5% | $4,761+85.5% |
| Participant deferral / active EE | $6,711 | $5,088+31.9% | $4,244+58.1% | $5,982+12.2% |
| Admin fee / account holder | $10,526 | $10,131+3.9% | $6,642+58.5% | $11,246-6.4% |