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 | $319,322 | $369,484-13.6% | $303,047+5.4% | $357,791-10.8% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 10.53% | 0.42%+10.1pp | 2.47%+8.1pp | 396.79%-386.3pp |
| Employer contribution / active EE | $19,153 | $9,025+112.2% | $7,418+158.2% | $7,508+155.1% |
| Participant deferral / active EE | $9,266 | $5,439+70.4% | $5,070+82.8% | $5,521+67.8% |
| Admin fee / account holder | $10,416 | $49,137-78.8% | $39,333-73.5% | $28,387-63.3% |