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 9-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 | $682,763 | $154,117+343.0% | $129,995+425.2% | $139,434+389.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 32.48%-20.2pp | -137.18%+149.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $18,858 | $5,289+256.6% | $4,320+336.6% | $4,751+296.9% |
| Participant deferral / active EE | $10,467 | $6,710+56.0% | $5,820+79.8% | $6,710+56.0% |
| Admin fee / account holder | $6,630 | $14,007-52.7% | $10,614-37.5% | $11,403-41.9% |