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 | $383,681 | $133,922+186.5% | $116,228+230.1% | $142,382+169.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.38% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,392 | $3,446-1.6% | $2,994+13.3% | $4,299-21.1% |
| Participant deferral / active EE | $9,903 | $5,672+74.6% | $4,953+99.9% | $6,507+52.2% |
| Admin fee / account holder | $2,336 | $14,945-84.4% | $11,989-80.5% | $12,624-81.5% |