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 10-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 | $935,108 | $84,696+1004.1% | $75,696+1135.3% | $167,490+458.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 21.63% | 199.36%-177.7pp | 104.53%-82.9pp | 478.56%-456.9pp |
| Employer contribution / active EE | $10,278 | $3,230+218.2% | $2,743+274.7% | $4,837+112.5% |
| Participant deferral / active EE | $12,645 | $4,580+176.1% | $3,821+230.9% | $6,341+99.4% |
| Admin fee / account holder | $3,436 | $5,355-35.8% | $3,619-5.1% | $12,309-72.1% |