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 | $507,246 | $102,966+392.6% | $90,281+461.8% | $152,861+231.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.48% | 95.16%-82.7pp | 78.10%-65.6pp | 345.32%-332.8pp |
| Employer contribution / active EE | $19,703 | $3,139+527.7% | $2,854+590.3% | $4,762+313.7% |
| Participant deferral / active EE | $6,457 | $4,281+50.8% | $3,885+66.2% | $5,850+10.4% |
| Admin fee / account holder | $21,120 | $6,171+242.3% | $5,351+294.7% | $11,596+82.1% |