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 | $444,138 | $112,096+296.2% | $95,952+362.9% | $158,922+179.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.36% | 171.09%-149.7pp | 91.61%-70.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $18,129 | $3,198+466.9% | $2,541+613.5% | $4,761+280.8% |
| Participant deferral / active EE | $12,974 | $4,784+171.2% | $4,167+211.3% | $5,982+116.9% |
| Admin fee / account holder | $497 | $10,130-95.1% | $6,795-92.7% | $11,246-95.6% |