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 | $294,018 | $118,849+147.4% | $96,562+204.5% | $167,490+75.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.05% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $4,360 | $3,120+39.8% | $2,356+85.0% | $4,837-9.9% |
| Participant deferral / active EE | $6,259 | $4,616+35.6% | $3,849+62.6% | $6,341-1.3% |
| Admin fee / account holder | $412 | $8,065-94.9% | $6,181-93.3% | $12,309-96.7% |