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 | $504,854 | $111,724+351.9% | $93,606+439.3% | $145,922+246.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.99% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,453 | $3,090+141.2% | $2,420+208.0% | $4,660+59.9% |
| Participant deferral / active EE | $18,563 | $4,912+277.9% | $4,411+320.8% | $6,688+177.6% |
| Admin fee / account holder | $4,306 | $10,250-58.0% | $8,285-48.0% | $13,397-67.9% |