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 | $264,899 | $127,264+108.1% | $109,895+141.0% | $167,490+58.2% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.2%+20.2pp | 82.1%+12.3pp |
| Annual return | 19.17% | 22.97%-3.8pp | 29.45%-10.3pp | 478.56%-459.4pp |
| Employer contribution / active EE | $6,961 | $3,322+109.5% | $2,842+144.9% | $4,837+43.9% |
| Participant deferral / active EE | $13,585 | $4,514+201.0% | $4,048+235.6% | $6,341+114.2% |
| Admin fee / account holder | $651 | $7,114-90.9% | $6,066-89.3% | $12,309-94.7% |