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 | $438,059 | $165,335+165.0% | $149,696+192.6% | $158,922+175.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.33% | 348.15%-317.8pp | 276.60%-246.3pp | 302.83%-272.5pp |
| Employer contribution / active EE | $19,160 | $5,103+275.5% | $4,644+312.5% | $4,761+302.4% |
| Participant deferral / active EE | $7,281 | $7,181+1.4% | $6,842+6.4% | $5,982+21.7% |
| Admin fee / account holder | $49,404 | $10,807+357.2% | $9,309+430.7% | $11,246+339.3% |