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 3-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 | $367,734 | $159,602+130.4% | $150,045+145.1% | $142,382+158.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.21% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $7,370 | $4,961+48.6% | $4,693+57.0% | $4,299+71.4% |
| Participant deferral / active EE | $22,689 | $8,310+173.0% | $7,997+183.7% | $6,507+248.7% |
| Admin fee / account holder | $30,578 | $14,846+106.0% | $13,435+127.6% | $12,624+142.2% |