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 | $480,528 | $158,398+203.4% | $126,539+279.7% | $142,382+237.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.71% | 593.76%-580.1pp | 425.95%-412.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,373 | $4,650+15.5% | $3,674+46.2% | $4,299+25.0% |
| Participant deferral / active EE | $9,298 | $4,767+95.1% | $4,083+127.8% | $6,507+42.9% |
| Admin fee / account holder | $1,238 | $6,918-82.1% | $6,065-79.6% | $12,624-90.2% |