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 4-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 | $1,060,917 | $104,974+910.7% | $95,585+1009.9% | $142,382+645.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.59% | 210.33%-199.7pp | 38.56%-28.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $27,085 | $2,779+874.8% | $2,527+972.0% | $4,299+530.0% |
| Participant deferral / active EE | $18,397 | $4,352+322.7% | $4,023+357.3% | $6,507+182.7% |
| Admin fee / account holder | $2,224 | $6,386-65.2% | $6,127-63.7% | $12,624-82.4% |