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 6-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 | $341,690 | $202,432+68.8% | $169,368+101.7% | $139,434+145.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.21% | 531.74%-518.5pp | 405.60%-392.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $15,646 | $4,692+233.4% | $4,013+289.9% | $4,751+229.3% |
| Participant deferral / active EE | $12,518 | $6,938+80.4% | $6,221+101.2% | $6,710+86.6% |
| Admin fee / account holder | $2,360 | $10,708-78.0% | $9,003-73.8% | $11,403-79.3% |