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 | $453,887 | $154,117+194.5% | $129,995+249.2% | $139,434+225.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 20.55% | 32.48%-11.9pp | -137.18%+157.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $13,256 | $5,289+150.6% | $4,320+206.9% | $4,751+179.0% |
| Participant deferral / active EE | $16,834 | $6,710+150.9% | $5,820+189.2% | $6,710+150.9% |
| Admin fee / account holder | $979 | $14,007-93.0% | $10,614-90.8% | $11,403-91.4% |