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 | $347,058 | $121,625+185.3% | $104,607+231.8% | $158,922+118.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 20.42% | 465.26%-444.8pp | 340.46%-320.0pp | 302.83%-282.4pp |
| Employer contribution / active EE | $12,772 | $3,163+303.8% | $2,681+376.5% | $4,761+168.3% |
| Participant deferral / active EE | $8,716 | $4,177+108.6% | $3,740+133.1% | $5,982+45.7% |
| Admin fee / account holder | $1,616 | $7,787-79.2% | $6,473-75.0% | $11,246-85.6% |