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 5-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 | $436,930 | $109,817+297.9% | $98,442+343.8% | $167,490+160.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.41% | 1956.69%-1940.3pp | 1492.73%-1476.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $8,400 | $3,224+160.6% | $2,960+183.8% | $4,837+73.6% |
| Participant deferral / active EE | $12,600 | $4,673+169.6% | $4,276+194.7% | $6,341+98.7% |
| Admin fee / account holder | $3,461 | $6,753-48.7% | $5,949-41.8% | $12,309-71.9% |