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 | $271,089 | $111,754+142.6% | $103,333+162.3% | $145,922+85.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 34.48% | 24.77%+9.7pp | 24.88%+9.6pp | 561.29%-526.8pp |
| Employer contribution / active EE | $13,627 | $4,212+223.5% | $3,868+252.3% | $4,660+192.4% |
| Participant deferral / active EE | $9,386 | $5,619+67.1% | $5,057+85.6% | $6,688+40.4% |
| Admin fee / account holder | $101,011 | $9,750+936.0% | $8,355+1109.0% | $13,397+654.0% |