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 | $448,558 | $115,770+287.5% | $101,248+343.0% | $158,922+182.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.32% | 56.14%-37.8pp | 46.47%-28.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,178 | $4,175-23.9% | $3,660-13.2% | $4,761-33.3% |
| Participant deferral / active EE | $7,612 | $4,957+53.5% | $4,370+74.2% | $5,982+27.2% |
| Admin fee / account holder | $477 | $7,245-93.4% | $5,945-92.0% | $11,246-95.8% |