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 | $275,342 | $74,888+267.7% | $71,209+286.7% | $142,382+93.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.77% | 345.14%-326.4pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $14,988 | $2,854+425.1% | $2,721+450.8% | $4,299+248.6% |
| Participant deferral / active EE | $9,216 | $4,454+106.9% | $4,175+120.7% | $6,507+41.6% |
| Admin fee / account holder | $15,146 | $5,568+172.0% | $5,349+183.2% | $12,624+20.0% |