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 | $332,437 | $117,983+181.8% | $101,794+226.6% | $142,382+133.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.13% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $13,478 | $2,773+386.1% | $2,289+488.9% | $4,299+213.5% |
| Participant deferral / active EE | $14,763 | $4,714+213.2% | $4,084+261.5% | $6,507+126.9% |
| Admin fee / account holder | $709 | $10,433-93.2% | $8,777-91.9% | $12,624-94.4% |