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 | $270,658 | $109,982+146.1% | $97,226+178.4% | $145,922+85.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 18.74% | 242.90%-224.2pp | 75.13%-56.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,424 | $3,084-21.4% | $2,729-11.2% | $4,660-48.0% |
| Participant deferral / active EE | $8,515 | $4,676+82.1% | $4,264+99.7% | $6,688+27.3% |
| Admin fee / account holder | $1,866 | $6,221-70.0% | $5,654-67.0% | $13,397-86.1% |