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 | $304,455 | $214,378+42.0% | $200,582+51.8% | $142,382+113.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.85% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $8,414 | $6,841+23.0% | $6,419+31.1% | $4,299+95.7% |
| Participant deferral / active EE | $17,005 | $9,865+72.4% | $9,331+82.2% | $6,507+161.3% |
| Admin fee / account holder | $5,555 | $17,692-68.6% | $16,305-65.9% | $12,624-56.0% |