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 | $369,986 | $107,334+244.7% | $92,893+298.3% | $152,861+142.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.46% | 145.58%-119.1pp | 109.41%-83.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $4,112 | $4,221-2.6% | $3,653+12.6% | $4,762-13.6% |
| Participant deferral / active EE | $33,140 | $4,845+584.0% | $4,236+682.3% | $5,850+466.5% |
| Admin fee / account holder | $464 | $7,079-93.4% | $5,794-92.0% | $11,596-96.0% |