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 | $259,520 | $107,334+141.8% | $92,893+179.4% | $152,861+69.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.33% | 145.58%-120.3pp | 109.41%-84.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,248 | $4,221-46.7% | $3,653-38.5% | $4,762-52.8% |
| Participant deferral / active EE | $8,082 | $4,845+66.8% | $4,236+90.8% | $5,850+38.2% |
| Admin fee / account holder | $419 | $7,079-94.1% | $5,794-92.8% | $11,596-96.4% |