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 | $362,894 | $107,334+238.1% | $92,893+290.7% | $152,861+137.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 30.11% | 145.58%-115.5pp | 109.41%-79.3pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,174 | $4,221-72.2% | $3,653-67.9% | $4,762-75.4% |
| Participant deferral / active EE | $8,142 | $4,845+68.1% | $4,236+92.2% | $5,850+39.2% |
| Admin fee / account holder | $32,152 | $7,079+354.2% | $5,794+454.9% | $11,596+177.3% |