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 9-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 | $545,555 | $152,587+257.5% | $125,175+335.8% | $152,861+256.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.16% | 54.84%-40.7pp | 43.79%-29.6pp | 345.32%-331.2pp |
| Employer contribution / active EE | $13,372 | $4,946+170.3% | $3,865+245.9% | $4,762+180.8% |
| Participant deferral / active EE | $14,007 | $5,868+138.7% | $4,937+183.7% | $5,850+139.4% |
| Admin fee / account holder | $2,446 | $13,434-81.8% | $9,702-74.8% | $11,596-78.9% |