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 | $927,135 | $209,411+342.7% | $178,490+419.4% | $158,922+483.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.71% | 188.75%-162.0pp | 151.07%-124.4pp | 302.83%-276.1pp |
| Employer contribution / active EE | $13,790 | $5,706+141.7% | $5,011+175.2% | $4,761+189.6% |
| Participant deferral / active EE | $10,263 | $5,954+72.4% | $5,202+97.3% | $5,982+71.6% |
| Admin fee / account holder | $14,841 | $17,074-13.1% | $13,984+6.1% | $11,246+32.0% |