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 8-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 | $252,413 | $81,632+209.2% | $70,449+258.3% | $158,922+58.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.77% | 208.40%-198.6pp | 109.03%-99.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,032 | $3,217-36.8% | $2,737-25.7% | $4,761-57.3% |
| Participant deferral / active EE | $3,832 | $4,554-15.9% | $3,709+3.3% | $5,982-35.9% |
| Admin fee / account holder | $1,676 | $6,193-72.9% | $3,845-56.4% | $11,246-85.1% |