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 | $586,129 | $158,398+270.0% | $126,539+363.2% | $142,382+311.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.90% | 593.76%-580.9pp | 425.95%-413.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,292 | $4,650-72.2% | $3,674-64.8% | $4,299-70.0% |
| Participant deferral / active EE | $14,208 | $4,767+198.1% | $4,083+248.0% | $6,507+118.3% |
| Admin fee / account holder | $2,555 | $6,918-63.1% | $6,065-57.9% | $12,624-79.8% |