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 4-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 | $497,568 | $148,534+235.0% | $135,903+266.1% | $139,434+256.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 25.70% | 79.19%-53.5pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $6,810 | $5,243+29.9% | $4,856+40.2% | $4,751+43.3% |
| Participant deferral / active EE | $5,060 | $8,100-37.5% | $7,758-34.8% | $6,710-24.6% |
| Admin fee / account holder | $42,484 | $12,400+242.6% | $10,762+294.8% | $11,403+272.6% |