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 | $286,941 | $115,770+147.9% | $101,248+183.4% | $158,922+80.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.66% | 56.14%-46.5pp | 46.47%-36.8pp | 302.83%-293.2pp |
| Employer contribution / active EE | $5,622 | $4,175+34.7% | $3,660+53.6% | $4,761+18.1% |
| Participant deferral / active EE | $15,669 | $4,957+216.1% | $4,370+258.5% | $5,982+161.9% |
| Admin fee / account holder | $1,118 | $7,245-84.6% | $5,945-81.2% | $11,246-90.1% |