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 | $252,688 | $104,974+140.7% | $95,585+164.4% | $142,382+77.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.89% | 210.33%-195.4pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,923 | $2,779+185.1% | $2,527+213.6% | $4,299+84.3% |
| Participant deferral / active EE | $19,807 | $4,352+355.1% | $4,023+392.4% | $6,507+204.4% |
| Admin fee / account holder | $61,846 | $6,386+868.4% | $6,127+909.3% | $12,624+389.9% |