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 | $342,452 | $165,335+107.1% | $149,696+128.8% | $158,922+115.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.62% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $10,858 | $5,103+112.8% | $4,644+133.8% | $4,761+128.0% |
| Participant deferral / active EE | $10,200 | $7,181+42.0% | $6,842+49.1% | $5,982+70.5% |
| Admin fee / account holder | $2,218 | $10,807-79.5% | $9,309-76.2% | $11,246-80.3% |