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 | $724,677 | $165,984+336.6% | $164,813+339.7% | $145,922+396.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.09% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $25,676 | $5,273+386.9% | $4,341+491.5% | $4,660+451.0% |
| Participant deferral / active EE | $28,000 | $6,959+302.4% | $6,031+364.2% | $6,688+318.7% |
| Admin fee / account holder | $5,228 | $16,648-68.6% | $12,690-58.8% | $13,397-61.0% |