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 | $251,051 | $115,770+116.9% | $101,248+148.0% | $158,922+58.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 43.17% | 56.14%-13.0pp | 46.47%-3.3pp | 302.83%-259.7pp |
| Employer contribution / active EE | $9,294 | $4,175+122.6% | $3,660+154.0% | $4,761+95.2% |
| Participant deferral / active EE | $15,457 | $4,957+211.8% | $4,370+253.7% | $5,982+158.4% |
| Admin fee / account holder | $1,906 | $7,245-73.7% | $5,945-68.0% | $11,246-83.1% |