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 | $593,238 | $115,770+412.4% | $101,248+485.9% | $158,922+273.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.69% | 56.14%-45.5pp | 46.47%-35.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $10,077 | $4,175+141.4% | $3,660+175.4% | $4,761+111.7% |
| Participant deferral / active EE | $14,634 | $4,957+195.2% | $4,370+234.9% | $5,982+144.6% |
| Admin fee / account holder | $3,242 | $7,245-55.3% | $5,945-45.5% | $11,246-71.2% |