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 | $428,714 | $114,047+275.9% | $96,139+345.9% | $167,490+156.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.68% | 189.88%-169.2pp | 191.94%-171.3pp | 478.56%-457.9pp |
| Employer contribution / active EE | $14,455 | $3,427+321.8% | $2,797+416.8% | $4,837+198.8% |
| Participant deferral / active EE | $11,697 | $5,194+125.2% | $4,349+169.0% | $6,341+84.5% |
| Admin fee / account holder | $882 | $6,897-87.2% | $5,537-84.1% | $12,309-92.8% |