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 | $729,108 | $201,272+262.3% | $184,203+295.8% | $145,922+399.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.49% | 29.00%-5.5pp | 28.81%-5.3pp | 561.29%-537.8pp |
| Employer contribution / active EE | $8,381 | $7,022+19.4% | $6,427+30.4% | $4,660+79.9% |
| Participant deferral / active EE | $13,667 | $9,806+39.4% | $9,131+49.7% | $6,688+104.4% |
| Admin fee / account holder | $23,625 | $16,364+44.4% | $13,901+70.0% | $13,397+76.3% |