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 7-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 | $559,978 | $201,272+178.2% | $184,203+204.0% | $145,922+283.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.30% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $5,786 | $7,022-17.6% | $6,427-10.0% | $4,660+24.2% |
| Participant deferral / active EE | $16,418 | $9,806+67.4% | $9,131+79.8% | $6,688+145.5% |
| Admin fee / account holder | $526 | $16,364-96.8% | $13,901-96.2% | $13,397-96.1% |