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 10-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 | $439,306 | $152,587+187.9% | $125,175+251.0% | $152,861+187.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.76% | 54.84%-36.1pp | 43.79%-25.0pp | 345.32%-326.6pp |
| Employer contribution / active EE | $44,800 | $4,946+805.7% | $3,865+1059.0% | $4,762+840.7% |
| Participant deferral / active EE | $2,400 | $5,868-59.1% | $4,937-51.4% | $5,850-59.0% |
| Admin fee / account holder | $38,761 | $13,434+188.5% | $9,702+299.5% | $11,596+234.3% |