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 | $255,911 | $183,519+39.4% | $155,509+64.6% | $145,922+75.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.16% | 61.17%-42.0pp | 64.67%-45.5pp | 561.29%-542.1pp |
| Employer contribution / active EE | $11,323 | $5,313+113.1% | $4,672+142.3% | $4,660+143.0% |
| Participant deferral / active EE | $10,063 | $6,462+55.7% | $5,626+78.9% | $6,688+50.5% |
| Admin fee / account holder | $10,315 | $19,313-46.6% | $15,912-35.2% | $13,397-23.0% |