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 6-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 | $422,621 | $177,572+138.0% | $154,803+173.0% | $142,382+196.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.65% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $9,549 | $4,810+98.5% | $4,305+121.8% | $4,299+122.1% |
| Participant deferral / active EE | $12,305 | $6,272+96.2% | $5,540+122.1% | $6,507+89.1% |
| Admin fee / account holder | $3,447 | $16,786-79.5% | $14,329-75.9% | $12,624-72.7% |