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 7-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 | $318,188 | $101,069+214.8% | $81,478+290.5% | $147,584+115.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.22% | 32.40%-19.2pp | 38.78%-25.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $6,079 | $3,205+89.7% | $2,568+136.7% | $4,876+24.7% |
| Participant deferral / active EE | $12,051 | $4,242+184.1% | $3,537+240.7% | $5,439+121.6% |
| Admin fee / account holder | $1,790 | $5,812-69.2% | $4,561-60.7% | $10,885-83.6% |