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 | $282,507 | $154,117+83.3% | $129,995+117.3% | $139,434+102.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $18,035 | $5,289+241.0% | $4,320+317.5% | $4,751+279.6% |
| Participant deferral / active EE | $15,906 | $6,710+137.0% | $5,820+173.3% | $6,710+137.0% |
| Admin fee / account holder | $3,081 | $14,007-78.0% | $10,614-71.0% | $11,403-73.0% |