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 | $260,994 | $202,432+28.9% | $169,368+54.1% | $139,434+87.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.93% | 531.74%-515.8pp | 405.60%-389.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,000 | $4,692-36.1% | $4,013-25.2% | $4,751-36.9% |
| Participant deferral / active EE | $26,250 | $6,938+278.3% | $6,221+321.9% | $6,710+291.2% |
| Admin fee / account holder | $1,004 | $10,708-90.6% | $9,003-88.8% | $11,403-91.2% |