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 | $288,477 | $154,117+87.2% | $129,995+121.9% | $139,434+106.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.74% | 32.48%-15.7pp | -137.18%+153.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,052 | $5,289-23.4% | $4,320-6.2% | $4,751-14.7% |
| Participant deferral / active EE | $10,725 | $6,710+59.8% | $5,820+84.3% | $6,710+59.8% |
| Admin fee / account holder | $7,398 | $14,007-47.2% | $10,614-30.3% | $11,403-35.1% |