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 | $551,931 | $109,327+404.8% | $89,391+517.4% | $158,922+247.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.32% | 345.68%-333.4pp | 245.62%-233.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $13,113 | $3,170+313.7% | $2,586+407.2% | $4,761+175.4% |
| Participant deferral / active EE | $10,823 | $4,598+135.4% | $3,890+178.2% | $5,982+80.9% |
| Admin fee / account holder | $6,288 | $6,153+2.2% | $4,881+28.8% | $11,246-44.1% |