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 | $862,574 | $126,574+581.5% | $106,213+712.1% | $145,922+491.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 23.81% | 224.79%-201.0pp | 116.14%-92.3pp | 561.29%-537.5pp |
| Employer contribution / active EE | $19,931 | $3,730+434.3% | $3,171+528.4% | $4,660+327.7% |
| Participant deferral / active EE | $12,668 | $5,724+121.3% | $5,016+152.5% | $6,688+89.4% |
| Admin fee / account holder | $5,512 | $17,304-68.1% | $11,033-50.0% | $13,397-58.9% |