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 | $298,739 | $97,757+205.6% | $83,848+256.3% | $135,375+120.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.84% | 1287.37%-1284.5pp | 850.88%-848.0pp | 519.73%-516.9pp |
| Employer contribution / active EE | $12,500 | $4,222+196.1% | $3,631+244.3% | $4,779+161.6% |
| Participant deferral / active EE | $3,037 | $4,682-35.1% | $4,082-25.6% | $5,609-45.9% |
| Admin fee / account holder | $601,445 | $6,674+8912.0% | $5,478+10878.9% | $10,827+5455.0% |