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 | $388,678 | $154,117+152.2% | $129,995+199.0% | $139,434+178.8% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 20.14% | 32.48%-12.3pp | -137.18%+157.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $15,265 | $5,289+188.6% | $4,320+253.4% | $4,751+221.3% |
| Participant deferral / active EE | $8,415 | $6,710+25.4% | $5,820+44.6% | $6,710+25.4% |
| Admin fee / account holder | $3,561 | $14,007-74.6% | $10,614-66.5% | $11,403-68.8% |