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 7-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 | $407,117 | $114,381+255.9% | $107,525+278.6% | $142,382+185.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 39.97% | 242.71%-202.7pp | 181.32%-141.3pp | 217.08%-177.1pp |
| Employer contribution / active EE | $22,405 | $4,015+458.1% | $3,754+496.9% | $4,299+421.2% |
| Participant deferral / active EE | $14,933 | $5,564+168.4% | $5,116+191.9% | $6,507+129.5% |
| Admin fee / account holder | $3,649 | $9,860-63.0% | $8,919-59.1% | $12,624-71.1% |