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 | $276,133 | $133,958+106.1% | $112,228+146.0% | $134,475+105.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.71% | 47.11%-46.4pp | 27.45%-26.7pp | 417.96%-417.3pp |
| Employer contribution / active EE | $7,139 | $4,038+76.8% | $3,635+96.4% | $4,740+50.6% |
| Participant deferral / active EE | $4,453 | $5,291-15.8% | $4,728-5.8% | $6,400-30.4% |
| Admin fee / account holder | $3,278 | $7,489-56.2% | $6,410-48.9% | $11,426-71.3% |