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 3-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 | $454,950 | $125,758+261.8% | $169,993+167.6% | $75,163+505.3% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.0%+8.9pp | 67.2%+28.7pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.37%-53.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $11,970 | $4,615+159.4% | $6,785+76.4% | $2,670+348.4% |
| Participant deferral / active EE | $19,525 | $6,837+185.6% | $10,408+87.6% | $4,125+373.3% |
| Admin fee / account holder | $104,757 | $8,173+1181.7% | $12,815+717.4% | $5,651+1753.8% |