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 | $371,948 | $117,841+215.6% | $102,423+263.1% | $145,922+154.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.79% | 31.65%-6.9pp | 29.32%-4.5pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,540 | $3,615-2.1% | $3,023+17.1% | $4,660-24.0% |
| Participant deferral / active EE | $10,778 | $5,731+88.1% | $5,053+113.3% | $6,688+61.2% |
| Admin fee / account holder | $6,543 | $13,326-50.9% | $9,451-30.8% | $13,397-51.2% |