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 | $328,020 | $183,519+78.7% | $155,509+110.9% | $145,922+124.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.41% | 61.17%-39.8pp | 64.67%-43.3pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,670 | $5,313-68.6% | $4,672-64.3% | $4,660-64.2% |
| Participant deferral / active EE | $3,902 | $6,462-39.6% | $5,626-30.6% | $6,688-41.6% |
| Admin fee / account holder | $1,181 | $19,313-93.9% | $15,912-92.6% | $13,397-91.2% |