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 | $432,464 | $107,934+300.7% | $91,989+370.1% | $152,861+182.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.36% | 89.24%-70.9pp | 69.02%-50.7pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,223 | $4,210-47.2% | $3,452-35.6% | $4,762-53.3% |
| Participant deferral / active EE | $7,529 | $6,364+18.3% | $5,923+27.1% | $5,850+28.7% |
| Admin fee / account holder | $3,222 | $10,520-69.4% | $7,743-58.4% | $11,596-72.2% |