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 6-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 | $340,261 | $114,381+197.5% | $107,525+216.4% | $142,382+139.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 312.54% | 242.71%+69.8pp | 181.32%+131.2pp | 217.08%+95.5pp |
| Employer contribution / active EE | $1,008 | $4,015-74.9% | $3,754-73.2% | $4,299-76.6% |
| Participant deferral / active EE | $3,490 | $5,564-37.3% | $5,116-31.8% | $6,507-46.4% |
| Admin fee / account holder | $353 | $9,860-96.4% | $8,919-96.0% | $12,624-97.2% |