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 | $377,742 | $150,187+151.5% | $120,354+213.9% | $145,922+158.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.10% | 154.07%-143.0pp | 107.15%-96.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $29,914 | $4,348+588.0% | $3,463+763.9% | $4,660+542.0% |
| Participant deferral / active EE | $14,632 | $6,173+137.0% | $4,991+193.2% | $6,688+118.8% |
| Admin fee / account holder | $6,928 | $12,207-43.2% | $9,423-26.5% | $13,397-48.3% |