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 | $611,719 | $112,096+445.7% | $95,952+537.5% | $158,922+284.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.77% | 171.09%-159.3pp | 91.61%-79.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $4,222 | $3,198+32.0% | $2,541+66.2% | $4,761-11.3% |
| Participant deferral / active EE | $9,256 | $4,784+93.5% | $4,167+122.1% | $5,982+54.7% |
| Admin fee / account holder | $4,864 | $10,130-52.0% | $6,795-28.4% | $11,246-56.7% |