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 | $313,716 | $99,652+214.8% | $78,778+298.2% | $147,584+112.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.98% | 47.28%-30.3pp | 35.62%-18.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $33,131 | $2,796+1085.1% | $1,986+1568.5% | $4,876+579.4% |
| Participant deferral / active EE | $4,952 | $3,664+35.2% | $2,958+67.4% | $5,439-8.9% |
| Admin fee / account holder | $3,483 | $7,155-51.3% | $5,134-32.2% | $10,885-68.0% |