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 | $721,361 | $183,519+293.1% | $155,509+363.9% | $145,922+394.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.53% | 61.17%-40.6pp | 64.67%-44.1pp | 561.29%-540.8pp |
| Employer contribution / active EE | $12,849 | $5,313+141.8% | $4,672+175.0% | $4,660+175.7% |
| Participant deferral / active EE | $9,004 | $6,462+39.3% | $5,626+60.0% | $6,688+34.6% |
| Admin fee / account holder | $57,486 | $19,313+197.7% | $15,912+261.3% | $13,397+329.1% |