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 | $270,554 | $114,237+136.8% | $119,258+126.9% | $167,490+61.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 12.65% | 29.87%-17.2pp | 30.69%-18.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $36,742 | $4,481+719.9% | $4,384+738.1% | $4,837+659.5% |
| Participant deferral / active EE | $25,377 | $6,084+317.1% | $6,111+315.3% | $6,341+300.2% |
| Admin fee / account holder | $6,358 | $8,932-28.8% | $7,226-12.0% | $12,309-48.4% |