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 | $283,293 | $118,680+138.7% | $98,907+186.4% | $158,922+78.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.29% | 372.35%-354.1pp | 196.43%-178.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $8,961 | $3,333+168.9% | $2,689+233.2% | $4,761+88.2% |
| Participant deferral / active EE | $4,586 | $5,088-9.9% | $4,244+8.1% | $5,982-23.3% |
| Admin fee / account holder | $959 | $10,131-90.5% | $6,642-85.6% | $11,246-91.5% |