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 | $336,684 | $152,587+120.7% | $125,175+169.0% | $152,861+120.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 34.18% | 54.84%-20.7pp | 43.79%-9.6pp | 345.32%-311.1pp |
| Employer contribution / active EE | $1,500 | $4,946-69.7% | $3,865-61.2% | $4,762-68.5% |
| Participant deferral / active EE | $12,667 | $5,868+115.9% | $4,937+156.6% | $5,850+116.5% |
| Admin fee / account holder | $9,601 | $13,434-28.5% | $9,702-1.0% | $11,596-17.2% |