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 4-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 | $541,183 | $106,515+408.1% | $96,683+459.8% | $139,434+288.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.89% | 38.43%-20.5pp | 35.69%-17.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,867 | $4,103-54.5% | $3,737-50.0% | $4,751-60.7% |
| Participant deferral / active EE | $8,167 | $5,454+49.7% | $4,878+67.4% | $6,710+21.7% |
| Admin fee / account holder | $17,342 | $7,877+120.2% | $6,730+157.7% | $11,403+52.1% |