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 | $266,317 | $202,432+31.6% | $169,368+57.2% | $139,434+91.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.86% | 531.74%-510.9pp | 405.60%-384.7pp | 372.94%-352.1pp |
| Employer contribution / active EE | $18,720 | $4,692+299.0% | $4,013+366.5% | $4,751+294.0% |
| Participant deferral / active EE | $18,720 | $6,938+169.8% | $6,221+200.9% | $6,710+179.0% |
| Admin fee / account holder | $1,003 | $10,708-90.6% | $9,003-88.9% | $11,403-91.2% |