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 10-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 | $489,098 | $183,519+166.5% | $155,509+214.5% | $145,922+235.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.24% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $19,594 | $5,313+268.8% | $4,672+319.3% | $4,660+320.5% |
| Participant deferral / active EE | $16,750 | $6,462+159.2% | $5,626+197.7% | $6,688+150.5% |
| Admin fee / account holder | $6,992 | $19,313-63.8% | $15,912-56.1% | $13,397-47.8% |