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 | $417,307 | $108,642+284.1% | $74,701+458.6% | $152,861+173.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 21.71% | 114.06%-92.4pp | 752.92%-731.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $11,817 | $1,503+686.3% | $1,084+990.5% | $4,762+148.1% |
| Participant deferral / active EE | $11,278 | $2,712+315.8% | $1,964+474.3% | $5,850+92.8% |
| Admin fee / account holder | $2,945 | $4,902-39.9% | $3,333-11.6% | $11,596-74.6% |