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 4-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 | $323,624 | $179,726+80.1% | $156,263+107.1% | $142,382+127.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 18.45% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $10,800 | $5,069+113.0% | $4,333+149.2% | $4,299+151.2% |
| Participant deferral / active EE | $15,550 | $6,956+123.6% | $6,158+152.5% | $6,507+139.0% |
| Admin fee / account holder | $50,147 | $17,272+190.3% | $14,255+251.8% | $12,624+297.2% |