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 | $497,563 | $88,751+460.6% | $81,812+508.2% | $145,922+241.0% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.3%+6.2pp | 80.3%-1.7pp |
| Annual return | 12.01% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,174 | $3,083-29.5% | $2,912-25.4% | $4,660-53.4% |
| Participant deferral / active EE | $2,882 | $4,643-37.9% | $4,319-33.3% | $6,688-56.9% |
| Admin fee / account holder | $1,940 | $8,415-76.9% | $7,386-73.7% | $13,397-85.5% |