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 6-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 | $831,153 | $185,822+347.3% | $169,993+388.9% | $139,434+496.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.94% | 60.50%-42.6pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $4,140 | $7,590-45.5% | $6,785-39.0% | $4,751-12.9% |
| Participant deferral / active EE | $8,600 | $11,622-26.0% | $10,408-17.4% | $6,710+28.2% |
| Admin fee / account holder | $4,169 | $15,381-72.9% | $12,815-67.5% | $11,403-63.4% |