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 | $301,298 | $202,432+48.8% | $169,368+77.9% | $139,434+116.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.07% | 531.74%-518.7pp | 405.60%-392.5pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,282 | $4,692-30.1% | $4,013-18.2% | $4,751-30.9% |
| Participant deferral / active EE | $21,791 | $6,938+214.1% | $6,221+250.3% | $6,710+224.7% |
| Admin fee / account holder | $7,599 | $10,708-29.0% | $9,003-15.6% | $11,403-33.4% |