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 8-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 | $389,487 | $201,272+93.5% | $184,203+111.4% | $145,922+166.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.80% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $6,281 | $7,022-10.6% | $6,427-2.3% | $4,660+34.8% |
| Participant deferral / active EE | $12,638 | $9,806+28.9% | $9,131+38.4% | $6,688+89.0% |
| Admin fee / account holder | $31,409 | $16,364+91.9% | $13,901+126.0% | $13,397+134.5% |