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 | $458,253 | $214,378+113.8% | $200,582+128.5% | $142,382+221.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 42.06% | 46.41%-4.3pp | 42.33%-0.3pp | 217.08%-175.0pp |
| Employer contribution / active EE | $26,390 | $6,841+285.7% | $6,419+311.1% | $4,299+513.8% |
| Participant deferral / active EE | $13,149 | $9,865+33.3% | $9,331+40.9% | $6,507+102.1% |
| Admin fee / account holder | $837 | $17,692-95.3% | $16,305-94.9% | $12,624-93.4% |