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 10-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 | $371,212 | $210,648+76.2% | $177,989+108.6% | $145,922+154.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.27% | 385.86%-366.6pp | 294.48%-275.2pp | 561.29%-542.0pp |
| Employer contribution / active EE | $4,562 | $4,5650% | $3,949+15.5% | $4,660-2.1% |
| Participant deferral / active EE | $15,900 | $6,958+128.5% | $6,276+153.3% | $6,688+137.7% |
| Admin fee / account holder | $8,122 | $12,013-32.4% | $10,363-21.6% | $13,397-39.4% |