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 | $393,094 | $109,817+258.0% | $98,442+299.3% | $167,490+134.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.89% | 1956.69%-1946.8pp | 1492.73%-1482.8pp | 478.56%-468.7pp |
| Employer contribution / active EE | $923 | $3,224-71.4% | $2,960-68.8% | $4,837-80.9% |
| Participant deferral / active EE | $18,627 | $4,673+298.6% | $4,276+335.6% | $6,341+193.7% |
| Admin fee / account holder | $4,776 | $6,753-29.3% | $5,949-19.7% | $12,309-61.2% |