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 | $347,755 | $211,958+64.1% | $169,463+105.2% | $135,375+156.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 84.11% | 3.26%+80.8pp | 1.83%+82.3pp | 519.73%-435.6pp |
| Employer contribution / active EE | $7,690 | $5,120+50.2% | $4,159+84.9% | $4,779+60.9% |
| Participant deferral / active EE | $7,690 | $6,075+26.6% | $5,277+45.7% | $5,609+37.1% |
| Admin fee / account holder | $813 | $11,471-92.9% | $9,109-91.1% | $10,827-92.5% |