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 | $298,763 | $91,552+226.3% | $133,956+123.0% | $79,858+274.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.73% | 61.85%-42.1pp | 45.09%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $13,581 | $2,384+469.8% | $3,919+246.6% | $2,471+449.7% |
| Participant deferral / active EE | $6,169 | $3,733+65.2% | $5,048+22.2% | $3,740+64.9% |
| Admin fee / account holder | $926 | $6,321-85.4% | $8,927-89.6% | $5,306-82.6% |