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 | $817,296 | $209,832+289.5% | $189,513+331.3% | $167,490+388.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.05% | 748.27%-725.2pp | 555.15%-532.1pp | 478.56%-455.5pp |
| Employer contribution / active EE | $28,385 | $6,914+310.6% | $6,162+360.7% | $4,837+486.8% |
| Participant deferral / active EE | $18,300 | $8,935+104.8% | $8,221+122.6% | $6,341+188.6% |
| Admin fee / account holder | $2,300 | $14,293-83.9% | $12,045-80.9% | $12,309-81.3% |