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 7-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 | $296,599 | $117,841+151.7% | $102,423+189.6% | $145,922+103.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.17% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,447 | $3,615+23.0% | $3,023+47.1% | $4,660-4.6% |
| Participant deferral / active EE | $30,500 | $5,731+432.2% | $5,053+503.6% | $6,688+356.1% |
| Admin fee / account holder | $2,078 | $13,326-84.4% | $9,451-78.0% | $13,397-84.5% |