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 | $309,198 | $107,334+188.1% | $92,893+232.9% | $152,861+102.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.96% | 145.58%-129.6pp | 109.41%-93.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $17,340 | $4,221+310.8% | $3,653+374.7% | $4,762+264.1% |
| Participant deferral / active EE | $16,000 | $4,845+230.3% | $4,236+277.7% | $5,850+173.5% |
| Admin fee / account holder | $2,898 | $7,079-59.1% | $5,794-50.0% | $11,596-75.0% |