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 9-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 | $298,217 | $104,974+184.1% | $95,585+212.0% | $142,382+109.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.09% | 210.33%-199.2pp | 38.56%-27.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,763 | $2,779-36.5% | $2,527-30.2% | $4,299-59.0% |
| Participant deferral / active EE | $7,625 | $4,352+75.2% | $4,023+89.6% | $6,507+17.2% |
| Admin fee / account holder | $543 | $6,386-91.5% | $6,127-91.1% | $12,624-95.7% |