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 | $253,111 | $76,738+229.8% | $56,411+348.7% | $145,922+73.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.67% | 2994.23%-2983.6pp | 1701.33%-1690.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,137 | $1,380+54.9% | $1,039+105.8% | $4,660-54.1% |
| Participant deferral / active EE | $40,711 | $2,623+1452.3% | $1,952+1985.7% | $6,688+508.7% |
| Admin fee / account holder | $2,561 | $3,334-23.2% | $2,829-9.5% | $13,397-80.9% |