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 7-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 | $278,568 | $100,773+176.4% | $88,946+213.2% | $142,382+95.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.06% | 70.18%-55.1pp | 57.82%-42.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,919 | $2,918-34.2% | $2,555-24.9% | $4,299-55.4% |
| Participant deferral / active EE | $6,130 | $5,230+17.2% | $4,581+33.8% | $6,507-5.8% |
| Admin fee / account holder | $1,960 | $9,693-79.8% | $8,261-76.3% | $12,624-84.5% |