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 | $301,953 | $111,754+170.2% | $103,333+192.2% | $145,922+106.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.97% | 24.77%-6.8pp | 24.88%-6.9pp | 561.29%-543.3pp |
| Employer contribution / active EE | $7,917 | $4,212+87.9% | $3,868+104.7% | $4,660+69.9% |
| Participant deferral / active EE | $11,763 | $5,619+109.4% | $5,057+132.6% | $6,688+75.9% |
| Admin fee / account holder | $20,579 | $9,750+111.1% | $8,355+146.3% | $13,397+53.6% |