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 | $326,380 | $98,240+232.2% | $82,313+296.5% | $147,584+121.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.78% | 30.85%-21.1pp | 25.88%-16.1pp | 578.55%-568.8pp |
| Employer contribution / active EE | $7,696 | $3,192+141.1% | $2,428+217.0% | $4,876+57.8% |
| Participant deferral / active EE | $8,688 | $4,383+98.2% | $3,706+134.4% | $5,439+59.7% |
| Admin fee / account holder | $10,457 | $8,563+22.1% | $5,608+86.5% | $10,885-3.9% |