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 | $478,612 | $124,281+285.1% | $109,143+338.5% | $167,490+185.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 44.95% | 26.04%+18.9pp | 25.75%+19.2pp | 478.56%-433.6pp |
| Employer contribution / active EE | $9,375 | $4,207+122.8% | $3,722+151.9% | $4,837+93.8% |
| Participant deferral / active EE | $4,776 | $5,255-9.1% | $4,653+2.6% | $6,341-24.7% |
| Admin fee / account holder | $64,571 | $7,970+710.2% | $6,752+856.3% | $12,309+424.6% |