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 | $285,960 | $115,882+146.8% | $100,516+184.5% | $158,922+79.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.27% | 34.79%-19.5pp | 30.89%-15.6pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,057 | $4,103-49.9% | $3,418-39.8% | $4,761-56.8% |
| Participant deferral / active EE | $16,089 | $6,674+141.1% | $6,270+156.6% | $5,982+169.0% |
| Admin fee / account holder | $1,905 | $10,995-82.7% | $8,081-76.4% | $11,246-83.1% |