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 8-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 | $424,241 | $177,572+138.9% | $154,803+174.1% | $142,382+198.0% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 12.62% | 65.07%-52.4pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,542 | $4,810+98.4% | $4,305+121.6% | $4,299+122.0% |
| Participant deferral / active EE | $8,152 | $6,272+30.0% | $5,540+47.1% | $6,507+25.3% |
| Admin fee / account holder | $5,039 | $16,786-70.0% | $14,329-64.8% | $12,624-60.1% |