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 | $1,050,444 | $99,877+951.7% | $84,966+1136.3% | $145,922+619.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.30% | 83.76%-66.5pp | 66.38%-49.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,930 | $3,231-40.3% | $2,727-29.2% | $4,660-58.6% |
| Participant deferral / active EE | $9,483 | $5,291+79.2% | $4,519+109.8% | $6,688+41.8% |
| Admin fee / account holder | $2,402 | $7,248-66.9% | $6,149-60.9% | $13,397-82.1% |