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 | $529,301 | $159,901+231.0% | $146,958+260.2% | $145,922+262.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 98.13%-87.1pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $29,055 | $5,286+449.6% | $4,933+489.0% | $4,660+523.5% |
| Participant deferral / active EE | $25,000 | $8,428+196.6% | $8,070+209.8% | $6,688+273.8% |
| Admin fee / account holder | $4,422 | $15,044-70.6% | $12,998-66.0% | $13,397-67.0% |