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 5-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 | $396,839 | $165,984+139.1% | $164,813+140.8% | $145,922+172.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.78% | 100.03%-81.3pp | 69.93%-51.2pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,500 | $5,273-52.6% | $4,341-42.4% | $4,660-46.3% |
| Participant deferral / active EE | $30,500 | $6,959+338.3% | $6,031+405.7% | $6,688+356.1% |
| Admin fee / account holder | $509 | $16,648-96.9% | $12,690-96.0% | $13,397-96.2% |