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 | $538,505 | $209,411+157.2% | $178,490+201.7% | $158,922+238.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.62% | 188.75%-182.1pp | 151.07%-144.4pp | 302.83%-296.2pp |
| Employer contribution / active EE | $15,308 | $5,706+168.3% | $5,011+205.5% | $4,761+221.5% |
| Participant deferral / active EE | $3,750 | $5,954-37.0% | $5,202-27.9% | $5,982-37.3% |
| Admin fee / account holder | $20,885 | $17,074+22.3% | $13,984+49.4% | $11,246+85.7% |