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 | $499,801 | $74,888+567.4% | $71,209+601.9% | $142,382+251.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.58% | 345.14%-322.6pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $19,795 | $2,854+593.5% | $2,721+627.5% | $4,299+360.4% |
| Participant deferral / active EE | $10,536 | $4,454+136.5% | $4,175+152.3% | $6,507+61.9% |
| Admin fee / account holder | $47,188 | $5,568+747.4% | $5,349+782.2% | $12,624+273.8% |