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 | $584,462 | $105,181+455.7% | $159,436+266.6% | $85,850+580.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.64% | 45.07%-24.4pp | 263.57%-242.9pp | 318.53%-297.9pp |
| Employer contribution / active EE | $6,650 | $3,318+100.4% | $4,829+37.7% | $2,565+159.2% |
| Participant deferral / active EE | $11,183 | $5,945+88.1% | $7,352+52.1% | $3,952+183.0% |
| Admin fee / account holder | $44,460 | $6,933+541.2% | $10,799+311.7% | $6,260+610.2% |