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 | $301,653 | $114,381+163.7% | $107,525+180.5% | $142,382+111.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.58% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,172 | $4,015+28.8% | $3,754+37.8% | $4,299+20.3% |
| Participant deferral / active EE | $15,111 | $5,564+171.6% | $5,116+195.4% | $6,507+132.2% |
| Admin fee / account holder | $2,505 | $9,860-74.6% | $8,919-71.9% | $12,624-80.2% |