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 | $703,073 | $163,101+331.1% | $136,749+414.1% | $142,382+393.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.10% | 27.54%-10.4pp | 24.33%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $35,475 | $4,117+761.8% | $3,400+943.5% | $4,299+725.2% |
| Participant deferral / active EE | $16,417 | $5,585+194.0% | $4,692+249.9% | $6,507+152.3% |
| Admin fee / account holder | $7,199 | $14,318-49.7% | $11,386-36.8% | $12,624-43.0% |