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 | $433,396 | $99,020+337.7% | $86,590+400.5% | $147,584+193.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.35% | 1312.34%-1292.0pp | 964.84%-944.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $8,394 | $3,132+168.0% | $2,839+195.6% | $4,876+72.1% |
| Participant deferral / active EE | $2,140 | $3,972-46.1% | $3,609-40.7% | $5,439-60.7% |
| Admin fee / account holder | $2,123 | $5,710-62.8% | $4,906-56.7% | $10,885-80.5% |