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 | $266,260 | $149,679+77.9% | $117,039+127.5% | $147,584+80.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.99% | 19.31%-6.3pp | 18.95%-6.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $13,396 | $4,937+171.4% | $3,785+254.0% | $4,876+174.7% |
| Participant deferral / active EE | $7,160 | $4,912+45.8% | $3,929+82.2% | $5,439+31.7% |
| Admin fee / account holder | $16,077 | $7,856+104.6% | $5,974+169.1% | $10,885+47.7% |