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 | $338,301 | $209,411+61.5% | $178,490+89.5% | $158,922+112.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.09% | 188.75%-165.7pp | 151.07%-128.0pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,437 | $5,706-57.3% | $5,011-51.4% | $4,761-48.8% |
| Participant deferral / active EE | $7,008 | $5,954+17.7% | $5,202+34.7% | $5,982+17.1% |
| Admin fee / account holder | $5,485 | $17,074-67.9% | $13,984-60.8% | $11,246-51.2% |