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 | $354,406 | $179,726+97.2% | $156,263+126.8% | $142,382+148.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.15% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $13,279 | $5,069+162.0% | $4,333+206.5% | $4,299+208.9% |
| Participant deferral / active EE | $22,967 | $6,956+230.2% | $6,158+272.9% | $6,507+252.9% |
| Admin fee / account holder | $3,042 | $17,272-82.4% | $14,255-78.7% | $12,624-75.9% |