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 10-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 | $330,260 | $112,096+194.6% | $95,952+244.2% | $158,922+107.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.24% | 171.09%-159.8pp | 91.61%-80.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $8,962 | $3,198+180.2% | $2,541+252.7% | $4,761+88.2% |
| Participant deferral / active EE | $7,573 | $4,784+58.3% | $4,167+81.7% | $5,982+26.6% |
| Admin fee / account holder | $35,504 | $10,130+250.5% | $6,795+422.5% | $11,246+215.7% |