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 | $328,006 | $76,738+327.4% | $56,411+481.5% | $145,922+124.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 25.20% | 2994.23%-2969.0pp | 1701.33%-1676.1pp | 561.29%-536.1pp |
| Employer contribution / active EE | $823 | $1,380-40.4% | $1,039-20.8% | $4,660-82.3% |
| Participant deferral / active EE | $11,879 | $2,623+353.0% | $1,952+508.6% | $6,688+77.6% |
| Admin fee / account holder | $1,793 | $3,334-46.2% | $2,829-36.6% | $13,397-86.6% |