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 8-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 | $255,546 | $148,534+72.0% | $135,903+88.0% | $139,434+83.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.28% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,864 | $5,243-7.2% | $4,856+0.2% | $4,751+2.4% |
| Participant deferral / active EE | $14,390 | $8,100+77.6% | $7,758+85.5% | $6,710+114.4% |
| Admin fee / account holder | $1,524 | $12,400-87.7% | $10,762-85.8% | $11,403-86.6% |