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 | $313,433 | $105,859+196.1% | $90,160+247.6% | $147,584+112.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 26.91% | 37.63%-10.7pp | 34.88%-8.0pp | 578.55%-551.6pp |
| Employer contribution / active EE | $16,401 | $4,126+297.5% | $3,318+394.3% | $4,876+236.3% |
| Participant deferral / active EE | $12,900 | $5,733+125.0% | $5,288+144.0% | $5,439+137.2% |
| Admin fee / account holder | $3,342 | $8,046-58.5% | $5,943-43.8% | $10,885-69.3% |