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 4-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 | $327,848 | $74,888+337.8% | $71,209+360.4% | $142,382+130.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.38% | 345.14%-330.8pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $19,775 | $2,854+592.8% | $2,721+626.8% | $4,299+360.0% |
| Participant deferral / active EE | $15,063 | $4,454+238.1% | $4,175+260.8% | $6,507+131.5% |
| Admin fee / account holder | $15,121 | $5,568+171.6% | $5,349+182.7% | $12,624+19.8% |