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 | $262,046 | $179,726+45.8% | $156,263+67.7% | $142,382+84.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.95% | 77.86%-54.9pp | 59.47%-36.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $8,000 | $5,069+57.8% | $4,333+84.6% | $4,299+86.1% |
| Participant deferral / active EE | $17,430 | $6,956+150.6% | $6,158+183.0% | $6,507+167.9% |
| Admin fee / account holder | $1,024 | $17,272-94.1% | $14,255-92.8% | $12,624-91.9% |