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 | $352,105 | $124,281+183.3% | $109,143+222.6% | $167,490+110.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.02% | 26.04%-4.0pp | 25.75%-3.7pp | 478.56%-456.5pp |
| Employer contribution / active EE | $15,888 | $4,207+277.6% | $3,722+326.9% | $4,837+228.4% |
| Participant deferral / active EE | $14,290 | $5,255+171.9% | $4,653+207.1% | $6,341+125.4% |
| Admin fee / account holder | $1,895 | $7,970-76.2% | $6,752-71.9% | $12,309-84.6% |