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 | $342,336 | $176,377+94.1% | $134,143+155.2% | $158,922+115.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.40% | 63.63%-52.2pp | 36.33%-24.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $14,536 | $5,040+188.4% | $3,704+292.4% | $4,761+205.3% |
| Participant deferral / active EE | $9,623 | $4,091+135.2% | $3,499+175.0% | $5,982+60.9% |
| Admin fee / account holder | $6,006 | $8,718-31.1% | $6,684-10.1% | $11,246-46.6% |