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 | $290,265 | $100,852+187.8% | $90,404+221.1% | $158,922+82.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.13% | 1724.20%-1713.1pp | 1293.02%-1281.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,823 | $3,689-50.6% | $3,262-44.1% | $4,761-61.7% |
| Participant deferral / active EE | $13,244 | $4,348+204.6% | $3,963+234.2% | $5,982+121.4% |
| Admin fee / account holder | $4,741 | $6,501-27.1% | $5,611-15.5% | $11,246-57.8% |