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 | $324,517 | $140,940+130.3% | $112,229+189.2% | $139,434+132.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.77% | 32.71%-17.9pp | 30.20%-15.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $20,856 | $4,283+386.9% | $3,430+508.0% | $4,751+339.0% |
| Participant deferral / active EE | $16,154 | $5,874+175.0% | $4,798+236.7% | $6,710+140.7% |
| Admin fee / account holder | $14,703 | $9,954+47.7% | $7,748+89.7% | $11,403+28.9% |