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 | $362,075 | $115,770+212.8% | $101,248+257.6% | $158,922+127.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.70% | 56.14%-37.4pp | 46.47%-27.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $12,739 | $4,175+205.2% | $3,660+248.1% | $4,761+167.6% |
| Participant deferral / active EE | $9,445 | $4,957+90.5% | $4,370+116.1% | $5,982+57.9% |
| Admin fee / account holder | $2,270 | $7,245-68.7% | $5,945-61.8% | $11,246-79.8% |