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 6-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 | $541,269 | $103,376+423.6% | $87,100+521.4% | $152,861+254.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.04% | 28.10%-8.1pp | 28.19%-8.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $7,248 | $3,220+125.1% | $2,521+187.5% | $4,762+52.2% |
| Participant deferral / active EE | $12,112 | $4,778+153.5% | $4,049+199.2% | $5,850+107.0% |
| Admin fee / account holder | $145,560 | $12,205+1092.6% | $7,497+1841.7% | $11,596+1155.2% |