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 8-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 | $453,804 | $127,065+257.1% | $113,168+301.0% | $142,382+218.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.16% | 24.03%-2.9pp | 24.27%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $16,400 | $3,442+376.5% | $2,975+451.2% | $4,299+281.5% |
| Participant deferral / active EE | $15,500 | $5,716+171.2% | $5,107+203.5% | $6,507+138.2% |
| Admin fee / account holder | $1,902 | $15,736-87.9% | $12,068-84.2% | $12,624-84.9% |