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 | $535,031 | $227,553+135.1% | $189,557+182.3% | $167,490+219.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.86% | 78.40%-60.5pp | 64.17%-46.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $6,799 | $5,316+27.9% | $4,412+54.1% | $4,837+40.5% |
| Participant deferral / active EE | $13,778 | $7,002+96.8% | $6,174+123.2% | $6,341+117.3% |
| Admin fee / account holder | $2,670 | $11,878-77.5% | $9,807-72.8% | $12,309-78.3% |