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 | $394,991 | $165,984+138.0% | $164,813+139.7% | $145,922+170.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 35.70% | 100.03%-64.3pp | 69.93%-34.2pp | 561.29%-525.6pp |
| Employer contribution / active EE | $17,327 | $5,273+228.6% | $4,341+299.2% | $4,660+271.8% |
| Participant deferral / active EE | $24,798 | $6,959+256.3% | $6,031+311.1% | $6,688+270.8% |
| Admin fee / account holder | $33,652 | $16,648+102.1% | $12,690+165.2% | $13,397+151.2% |