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 | $490,003 | $217,402+125.4% | $185,823+163.7% | $167,490+192.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.62% | 148.36%-138.7pp | 122.05%-112.4pp | 478.56%-468.9pp |
| Employer contribution / active EE | $4,545 | $5,873-22.6% | $5,167-12.0% | $4,837-6.0% |
| Participant deferral / active EE | $7,503 | $6,356+18.0% | $5,568+34.8% | $6,341+18.3% |
| Admin fee / account holder | $16,247 | $19,811-18.0% | $16,237+0.1% | $12,309+32.0% |