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 | $282,813 | $163,101+73.4% | $136,749+106.8% | $142,382+98.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.45% | 27.54%-15.1pp | 24.33%-11.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,385 | $4,117-66.4% | $3,400-59.3% | $4,299-67.8% |
| Participant deferral / active EE | $1,595 | $5,585-71.4% | $4,692-66.0% | $6,507-75.5% |
| Admin fee / account holder | $7,160 | $14,318-50.0% | $11,386-37.1% | $12,624-43.3% |