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 | $348,229 | $148,534+134.4% | $135,903+156.2% | $139,434+149.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.40% | 79.19%-58.8pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,160 | $5,243-58.8% | $4,856-55.5% | $4,751-54.5% |
| Participant deferral / active EE | $10,348 | $8,100+27.8% | $7,758+33.4% | $6,710+54.2% |
| Admin fee / account holder | $1,068 | $12,400-91.4% | $10,762-90.1% | $11,403-90.6% |