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 | $768,277 | $96,305+697.8% | $80,569+853.6% | $139,434+451.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.21% | 1350.08%-1325.9pp | 935.43%-911.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $5,636 | $3,262+72.8% | $2,723+106.9% | $4,751+18.6% |
| Participant deferral / active EE | $13,472 | $5,232+157.5% | $4,447+202.9% | $6,710+100.8% |
| Admin fee / account holder | $4,400 | $6,599-33.3% | $5,377-18.2% | $11,403-61.4% |