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 | $294,562 | $159,901+84.2% | $146,958+100.4% | $145,922+101.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.64% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,095 | $5,286-60.4% | $4,933-57.5% | $4,660-55.0% |
| Participant deferral / active EE | $8,716 | $8,428+3.4% | $8,070+8.0% | $6,688+30.3% |
| Admin fee / account holder | $1,328 | $15,044-91.2% | $12,998-89.8% | $13,397-90.1% |