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 | $268,613 | $100,773+166.6% | $88,946+202.0% | $142,382+88.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.25% | 70.18%-56.9pp | 57.82%-44.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $28,004 | $2,918+859.8% | $2,555+996.1% | $4,299+551.4% |
| Participant deferral / active EE | $16,775 | $5,230+220.7% | $4,581+266.2% | $6,507+157.8% |
| Admin fee / account holder | $1,374 | $9,693-85.8% | $8,261-83.4% | $12,624-89.1% |