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 | $271,608 | $114,381+137.5% | $107,525+152.6% | $142,382+90.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.03% | 242.71%-212.7pp | 181.32%-151.3pp | 217.08%-187.0pp |
| Employer contribution / active EE | $9,362 | $4,015+133.2% | $3,754+149.4% | $4,299+117.8% |
| Participant deferral / active EE | $23,250 | $5,564+317.8% | $5,116+354.5% | $6,507+257.3% |
| Admin fee / account holder | $4,648 | $9,860-52.9% | $8,919-47.9% | $12,624-63.2% |