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 | $351,229 | $176,812+98.6% | $146,665+139.5% | $167,490+109.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.31% | 24.03%-11.7pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,533 | $5,160-31.5% | $4,136-14.6% | $4,837-27.0% |
| Participant deferral / active EE | $12,120 | $6,440+88.2% | $5,506+120.1% | $6,341+91.1% |
| Admin fee / account holder | $10,212 | $13,259-23.0% | $10,280-0.7% | $12,309-17.0% |