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 | $251,110 | $70,756+254.9% | $65,493+283.4% | $142,382+76.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.10% | 1754.89%-1740.8pp | 982.45%-968.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,835 | $2,881-1.6% | $2,574+10.1% | $4,299-34.1% |
| Participant deferral / active EE | $16,227 | $4,637+249.9% | $3,961+309.7% | $6,507+149.4% |
| Admin fee / account holder | $417 | $6,559-93.6% | $5,028-91.7% | $12,624-96.7% |