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 | $251,717 | $179,726+40.1% | $156,263+61.1% | $142,382+76.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 53.84% | 77.86%-24.0pp | 59.47%-5.6pp | 217.08%-163.2pp |
| Employer contribution / active EE | $4,646 | $5,069-8.3% | $4,333+7.2% | $4,299+8.1% |
| Participant deferral / active EE | $36,288 | $6,956+421.7% | $6,158+489.2% | $6,507+457.7% |
| Admin fee / account holder | $82,618 | $17,272+378.3% | $14,255+479.6% | $12,624+554.5% |