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 | $315,270 | $106,890+194.9% | $84,015+275.3% | $152,861+106.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.44% | 104.99%-81.5pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $16,738 | $2,734+512.2% | $1,983+743.9% | $4,762+251.5% |
| Participant deferral / active EE | $15,898 | $4,011+296.3% | $3,239+390.9% | $5,850+171.7% |
| Admin fee / account holder | $2,007 | $8,285-75.8% | $6,101-67.1% | $11,596-82.7% |