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 | $350,184 | $154,117+127.2% | $129,995+169.4% | $139,434+151.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.23% | 32.48%-19.2pp | -137.18%+150.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $14,224 | $5,289+168.9% | $4,320+229.3% | $4,751+199.4% |
| Participant deferral / active EE | $9,543 | $6,710+42.2% | $5,820+64.0% | $6,710+42.2% |
| Admin fee / account holder | $4,501 | $14,007-67.9% | $10,614-57.6% | $11,403-60.5% |