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 | $1,327,367 | $176,812+650.7% | $146,665+805.0% | $167,490+692.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 73.69% | 24.03%+49.7pp | 22.74%+50.9pp | 478.56%-404.9pp |
| Employer contribution / active EE | $8,333 | $5,160+61.5% | $4,136+101.5% | $4,837+72.3% |
| Participant deferral / active EE | $17,333 | $6,440+169.2% | $5,506+214.8% | $6,341+173.3% |
| Admin fee / account holder | $9,130 | $13,259-31.1% | $10,280-11.2% | $12,309-25.8% |