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 9-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 | $387,968 | $152,587+154.3% | $125,175+209.9% | $152,861+153.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.06% | 54.84%-32.8pp | 43.79%-21.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $13,211 | $4,946+167.1% | $3,865+241.8% | $4,762+177.4% |
| Participant deferral / active EE | $24,274 | $5,868+313.7% | $4,937+391.7% | $5,850+314.9% |
| Admin fee / account holder | $39,966 | $13,434+197.5% | $9,702+311.9% | $11,596+244.6% |