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 | $355,609 | $109,327+225.3% | $89,391+297.8% | $158,922+123.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.56% | 345.68%-331.1pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $20,602 | $3,170+550.0% | $2,586+696.8% | $4,761+332.7% |
| Participant deferral / active EE | $12,750 | $4,598+177.3% | $3,890+227.8% | $5,982+113.1% |
| Admin fee / account holder | $14,325 | $6,153+132.8% | $4,881+193.5% | $11,246+27.4% |