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 | $365,289 | $185,822+96.6% | $169,993+114.9% | $139,434+162.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.52% | 60.50%-47.0pp | 53.37%-39.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $19,898 | $7,590+162.2% | $6,785+193.2% | $4,751+318.8% |
| Participant deferral / active EE | $10,755 | $11,622-7.5% | $10,408+3.3% | $6,710+60.3% |
| Admin fee / account holder | $1,818 | $15,381-88.2% | $12,815-85.8% | $11,403-84.1% |