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 | $262,577 | $99,652+163.5% | $78,778+233.3% | $147,584+77.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.58% | 47.28%-32.7pp | 35.62%-21.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,774 | $2,796-0.8% | $1,986+39.7% | $4,876-43.1% |
| Participant deferral / active EE | $10,303 | $3,664+181.2% | $2,958+248.3% | $5,439+89.4% |
| Admin fee / account holder | $9,442 | $7,155+32.0% | $5,134+83.9% | $10,885-13.3% |