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 | $251,954 | $201,272+25.2% | $184,203+36.8% | $145,922+72.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.25% | 29.00%-5.8pp | 28.81%-5.6pp | 561.29%-538.0pp |
| Employer contribution / active EE | $22,190 | $7,022+216.0% | $6,427+245.3% | $4,660+376.2% |
| Participant deferral / active EE | $24,800 | $9,806+152.9% | $9,131+171.6% | $6,688+270.8% |
| Admin fee / account holder | $1,059 | $16,364-93.5% | $13,901-92.4% | $13,397-92.1% |