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 | $455,038 | $133,922+239.8% | $116,228+291.5% | $142,382+219.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 28.03% | 147.76%-119.7pp | 90.06%-62.0pp | 217.08%-189.0pp |
| Employer contribution / active EE | $26,937 | $3,446+681.8% | $2,994+799.5% | $4,299+526.6% |
| Participant deferral / active EE | $17,180 | $5,672+202.9% | $4,953+246.8% | $6,507+164.0% |
| Admin fee / account holder | $1,610 | $14,945-89.2% | $11,989-86.6% | $12,624-87.2% |