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 | $656,251 | $74,888+776.3% | $71,209+821.6% | $142,382+360.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.55% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $18,087 | $2,854+533.7% | $2,721+564.7% | $4,299+320.7% |
| Participant deferral / active EE | $22,958 | $4,454+415.4% | $4,175+449.9% | $6,507+252.8% |
| Admin fee / account holder | $13,811 | $5,568+148.0% | $5,349+158.2% | $12,624+9.4% |