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 | $315,080 | $118,680+165.5% | $98,907+218.6% | $158,922+98.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.41% | 372.35%-353.9pp | 196.43%-178.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $22,557 | $3,333+576.8% | $2,689+738.9% | $4,761+373.8% |
| Participant deferral / active EE | $10,600 | $5,088+108.3% | $4,244+149.7% | $5,982+77.2% |
| Admin fee / account holder | $4,018 | $10,131-60.3% | $6,642-39.5% | $11,246-64.3% |