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 | $365,831 | $109,327+234.6% | $89,391+309.2% | $158,922+130.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.83% | 345.68%-324.9pp | 245.62%-224.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $14,444 | $3,170+355.7% | $2,586+458.7% | $4,761+203.4% |
| Participant deferral / active EE | $11,282 | $4,598+145.3% | $3,890+190.0% | $5,982+88.6% |
| Admin fee / account holder | $26,355 | $6,153+328.3% | $4,881+439.9% | $11,246+134.4% |