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 | $276,091 | $176,812+56.1% | $146,665+88.2% | $167,490+64.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.75% | 24.03%-6.3pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,100 | $5,160-39.9% | $4,136-25.1% | $4,837-35.9% |
| Participant deferral / active EE | $19,370 | $6,440+200.8% | $5,506+251.8% | $6,341+205.5% |
| Admin fee / account holder | $825 | $13,259-93.8% | $10,280-92.0% | $12,309-93.3% |