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 | $332,321 | $884,045-62.4% | $453,369-26.7% | $167,490+98.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 12.74% | 29.49%-16.7pp | 64.40%-51.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $8,505 | $5,538+53.6% | $4,070+109.0% | $4,837+75.8% |
| Participant deferral / active EE | $20,116 | $7,898+154.7% | $6,209+224.0% | $6,341+217.2% |
| Admin fee / account holder | $496 | $22,063-97.8% | $11,209-95.6% | $12,309-96.0% |