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 | $254,093 | $74,888+239.3% | $71,209+256.8% | $142,382+78.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.06% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,988 | $2,854+39.7% | $2,721+46.6% | $4,299-7.2% |
| Participant deferral / active EE | $3,980 | $4,454-10.7% | $4,175-4.7% | $6,507-38.8% |
| Admin fee / account holder | $4,994 | $5,568-10.3% | $5,349-6.6% | $12,624-60.4% |