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 | $327,372 | $96,305+239.9% | $80,569+306.3% | $139,434+134.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.90% | 1350.08%-1327.2pp | 935.43%-912.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $5,664 | $3,262+73.6% | $2,723+108.0% | $4,751+19.2% |
| Participant deferral / active EE | $4,526 | $5,232-13.5% | $4,447+1.8% | $6,710-32.6% |
| Admin fee / account holder | $31,473 | $6,599+377.0% | $5,377+485.3% | $11,403+176.0% |