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 | $451,753 | $209,411+115.7% | $178,490+153.1% | $158,922+184.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.06% | 188.75%-166.7pp | 151.07%-129.0pp | 302.83%-280.8pp |
| Employer contribution / active EE | $15,805 | $5,706+177.0% | $5,011+215.4% | $4,761+231.9% |
| Participant deferral / active EE | $6,933 | $5,954+16.4% | $5,202+33.3% | $5,982+15.9% |
| Admin fee / account holder | $1,116 | $17,074-93.5% | $13,984-92.0% | $11,246-90.1% |