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 7-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 | $338,378 | $114,381+195.8% | $107,525+214.7% | $142,382+137.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.52% | 242.71%-217.2pp | 181.32%-155.8pp | 217.08%-191.6pp |
| Employer contribution / active EE | $25,616 | $4,015+538.1% | $3,754+582.5% | $4,299+495.9% |
| Participant deferral / active EE | $16,919 | $5,564+204.1% | $5,116+230.7% | $6,507+160.0% |
| Admin fee / account holder | $2,509 | $9,860-74.6% | $8,919-71.9% | $12,624-80.1% |