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 | $523,627 | $183,963+184.6% | $162,163+222.9% | $152,861+242.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.08% | 150.76%-122.7pp | 115.59%-87.5pp | 345.32%-317.2pp |
| Employer contribution / active EE | $8,096 | $6,371+27.1% | $5,614+44.2% | $4,762+70.0% |
| Participant deferral / active EE | $23,000 | $8,034+186.3% | $7,298+215.2% | $5,850+293.2% |
| Admin fee / account holder | $20,058 | $13,121+52.9% | $10,843+85.0% | $11,596+73.0% |