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 8-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 | $299,111 | $165,984+80.2% | $164,813+81.5% | $145,922+105.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.62% | 100.03%-81.4pp | 69.93%-51.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $14,278 | $5,273+170.8% | $4,341+228.9% | $4,660+206.4% |
| Participant deferral / active EE | $17,608 | $6,959+153.0% | $6,031+191.9% | $6,688+163.3% |
| Admin fee / account holder | $1,871 | $16,648-88.8% | $12,690-85.3% | $13,397-86.0% |