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 | $268,182 | $168,632+59.0% | $147,614+81.7% | $125,391+113.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.75% | 77.65%-78.4pp | 61.98%-62.7pp | 282.22%-283.0pp |
| Employer contribution / active EE | $19,767 | $6,252+216.2% | $5,564+255.2% | $4,866+306.2% |
| Participant deferral / active EE | $12,743 | $5,507+131.4% | $4,895+160.3% | $5,352+138.1% |
| Admin fee / account holder | $23,926 | $13,580+76.2% | $11,611+106.1% | $9,540+150.8% |