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 | $432,971 | $109,327+296.0% | $89,391+384.4% | $158,922+172.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.16% | 345.68%-328.5pp | 245.62%-228.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $21,568 | $3,170+580.5% | $2,586+734.2% | $4,761+353.0% |
| Participant deferral / active EE | $13,000 | $4,598+182.7% | $3,890+234.2% | $5,982+117.3% |
| Admin fee / account holder | $840 | $6,153-86.4% | $4,881-82.8% | $11,246-92.5% |