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 | $353,648 | $152,587+131.8% | $125,175+182.5% | $152,861+131.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 29.46% | 54.84%-25.4pp | 43.79%-14.3pp | 345.32%-315.9pp |
| Employer contribution / active EE | $22,209 | $4,946+349.0% | $3,865+474.6% | $4,762+366.4% |
| Participant deferral / active EE | $12,565 | $5,868+114.1% | $4,937+154.5% | $5,850+114.8% |
| Admin fee / account holder | $2,424 | $13,434-82.0% | $9,702-75.0% | $11,596-79.1% |