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 | $316,262 | $126,574+149.9% | $106,213+197.8% | $145,922+116.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.92% | 224.79%-215.9pp | 116.14%-107.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $15,434 | $3,730+313.7% | $3,171+386.6% | $4,660+231.2% |
| Participant deferral / active EE | $15,493 | $5,724+170.7% | $5,016+208.9% | $6,688+131.7% |
| Admin fee / account holder | $12,673 | $17,304-26.8% | $11,033+14.9% | $13,397-5.4% |