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 10-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 | $315,751 | $107,334+194.2% | $92,893+239.9% | $152,861+106.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.32% | 145.58%-129.3pp | 109.41%-93.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,456 | $4,221-41.8% | $3,653-32.8% | $4,762-48.4% |
| Participant deferral / active EE | $11,399 | $4,845+135.3% | $4,236+169.1% | $5,850+94.8% |
| Admin fee / account holder | $7,064 | $7,079-0.2% | $5,794+21.9% | $11,596-39.1% |