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 | $273,407 | $107,452+154.4% | $91,541+198.7% | $142,382+92.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.72% | 22.06%-6.3pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,880 | $2,994-3.8% | $2,505+15.0% | $4,299-33.0% |
| Participant deferral / active EE | $8,110 | $4,754+70.6% | $4,008+102.3% | $6,507+24.6% |
| Admin fee / account holder | $3,273 | $8,834-62.9% | $6,956-52.9% | $12,624-74.1% |