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 | $767,136 | $190,805+302.1% | $159,960+379.6% | $134,475+470.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.31% | 552.23%-562.5pp | 408.60%-418.9pp | 417.96%-428.3pp |
| Employer contribution / active EE | $6,292 | $4,995+26.0% | $4,226+48.9% | $4,740+32.7% |
| Participant deferral / active EE | $6,593 | $6,923-4.8% | $6,182+6.6% | $6,400+3.0% |
| Admin fee / account holder | $31,013 | $10,471+196.2% | $8,698+256.6% | $11,426+171.4% |