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 | $344,759 | $117,983+192.2% | $101,794+238.7% | $142,382+142.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.18% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $9,679 | $2,773+249.1% | $2,289+322.9% | $4,299+125.1% |
| Participant deferral / active EE | $14,083 | $4,714+198.8% | $4,084+244.8% | $6,507+116.4% |
| Admin fee / account holder | $2,334 | $10,433-77.6% | $8,777-73.4% | $12,624-81.5% |