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 | $424,970 | $96,305+341.3% | $80,569+427.5% | $139,434+204.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.68% | 1350.08%-1321.4pp | 935.43%-906.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,922 | $3,262-10.4% | $2,723+7.3% | $4,751-38.5% |
| Participant deferral / active EE | $9,998 | $5,232+91.1% | $4,447+124.8% | $6,710+49.0% |
| Admin fee / account holder | $4,187 | $6,599-36.6% | $5,377-22.1% | $11,403-63.3% |