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 | $257,349 | $165,984+55.0% | $164,813+56.1% | $145,922+76.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.53% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,472 | $5,273-34.2% | $4,341-20.0% | $4,660-25.5% |
| Participant deferral / active EE | $7,416 | $6,959+6.6% | $6,031+22.9% | $6,688+10.9% |
| Admin fee / account holder | $530 | $16,648-96.8% | $12,690-95.8% | $13,397-96.0% |