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 | $624,468 | $226,064+176.2% | $182,532+242.1% | $152,861+308.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 42.75% | 192.51%-149.8pp | 148.54%-105.8pp | 345.32%-302.6pp |
| Employer contribution / active EE | $18,087 | $4,978+263.3% | $4,076+343.7% | $4,762+279.8% |
| Participant deferral / active EE | $17,530 | $6,368+175.3% | $5,524+217.3% | $5,850+199.7% |
| Admin fee / account holder | $1,650 | $10,703-84.6% | $8,592-80.8% | $11,596-85.8% |