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 | $440,263 | $201,272+118.7% | $184,203+139.0% | $145,922+201.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.09% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $11,409 | $7,022+62.5% | $6,427+77.5% | $4,660+144.8% |
| Participant deferral / active EE | $4,500 | $9,806-54.1% | $9,131-50.7% | $6,688-32.7% |
| Admin fee / account holder | $16,279 | $16,364-0.5% | $13,901+17.1% | $13,397+21.5% |