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 | $329,504 | $96,635+241.0% | $86,612+280.4% | $139,434+136.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.89% | 106.41%-81.5pp | 591.07%-566.2pp | 372.94%-348.1pp |
| Employer contribution / active EE | $4,220 | $3,263+29.3% | $3,022+39.6% | $4,751-11.2% |
| Participant deferral / active EE | $12,539 | $4,836+159.3% | $4,438+182.6% | $6,710+86.9% |
| Admin fee / account holder | $1,133 | $6,408-82.3% | $5,614-79.8% | $11,403-90.1% |