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 5-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 | $343,803 | $109,817+213.1% | $98,442+249.2% | $167,490+105.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.11% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $4,058 | $3,224+25.9% | $2,960+37.1% | $4,837-16.1% |
| Participant deferral / active EE | $9,897 | $4,673+111.8% | $4,276+131.4% | $6,341+56.1% |
| Admin fee / account holder | $3,621 | $6,753-46.4% | $5,949-39.1% | $12,309-70.6% |