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 9-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 | $294,947 | $118,427+149.1% | $66,042+346.6% | $142,382+107.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 16.47% | 35.57%-19.1pp | 52.11%-35.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $7,060 | $2,570+174.7% | $1,579+347.0% | $4,299+64.2% |
| Participant deferral / active EE | $20,128 | $4,311+366.9% | $2,835+609.9% | $6,507+209.3% |
| Admin fee / account holder | $377 | $9,593-96.1% | $5,747-93.4% | $12,624-97.0% |