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 | $251,206 | $100,852+149.1% | $90,404+177.9% | $158,922+58.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.97% | 1724.20%-1707.2pp | 1293.02%-1276.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $5,339 | $3,689+44.7% | $3,262+63.7% | $4,761+12.1% |
| Participant deferral / active EE | $25,250 | $4,348+480.8% | $3,963+537.1% | $5,982+322.1% |
| Admin fee / account holder | $350 | $6,501-94.6% | $5,611-93.8% | $11,246-96.9% |