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 9-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 | $292,469 | $165,335+76.9% | $149,696+95.4% | $158,922+84.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.89% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,618 | $5,103-29.1% | $4,644-22.1% | $4,761-24.0% |
| Participant deferral / active EE | $14,740 | $7,181+105.3% | $6,842+115.4% | $5,982+146.4% |
| Admin fee / account holder | $625 | $10,807-94.2% | $9,309-93.3% | $11,246-94.4% |