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 3-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 | $261,216 | $133,922+95.1% | $116,228+124.7% | $142,382+83.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.44% | 147.76%-129.3pp | 90.06%-71.6pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,633 | $3,446+92.5% | $2,994+121.5% | $4,299+54.3% |
| Participant deferral / active EE | $20,444 | $5,672+260.4% | $4,953+312.7% | $6,507+214.2% |
| Admin fee / account holder | $1,732 | $14,945-88.4% | $11,989-85.6% | $12,624-86.3% |