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 | $409,980 | $162,781+151.9% | $133,956+206.1% | $158,922+158.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.79% | 41.94%-24.1pp | 45.09%-27.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $12,787 | $4,975+157.0% | $3,919+226.3% | $4,761+168.6% |
| Participant deferral / active EE | $9,979 | $5,911+68.8% | $5,048+97.7% | $5,982+66.8% |
| Admin fee / account holder | $3,769 | $11,736-67.9% | $8,927-57.8% | $11,246-66.5% |