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 | $956,322 | $127,264+651.4% | $109,895+770.2% | $167,490+471.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.82% | 22.97%-10.1pp | 29.45%-16.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $10,763 | $3,322+223.9% | $2,842+278.6% | $4,837+122.5% |
| Participant deferral / active EE | $8,462 | $4,514+87.5% | $4,048+109.1% | $6,341+33.5% |
| Admin fee / account holder | $6,449 | $7,114-9.4% | $6,066+6.3% | $12,309-47.6% |