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 | $303,671 | $144,119+110.7% | $117,854+157.7% | $147,584+105.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.63% | 531.15%-517.5pp | 335.08%-321.4pp | 578.55%-564.9pp |
| Employer contribution / active EE | $6,791 | $4,896+38.7% | $3,786+79.4% | $4,876+39.3% |
| Participant deferral / active EE | $13,392 | $5,316+151.9% | $4,482+198.8% | $5,439+146.2% |
| Admin fee / account holder | $1,263 | $10,886-88.4% | $8,020-84.3% | $10,885-88.4% |