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 | $364,372 | $177,572+105.2% | $154,803+135.4% | $142,382+155.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.13% | 65.07%-46.9pp | 58.88%-40.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $16,382 | $4,810+240.6% | $4,305+280.5% | $4,299+281.1% |
| Participant deferral / active EE | $12,329 | $6,272+96.6% | $5,540+122.5% | $6,507+89.5% |
| Admin fee / account holder | $1,833 | $16,786-89.1% | $14,329-87.2% | $12,624-85.5% |