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 | $721,677 | $106,890+575.2% | $84,015+759.0% | $152,861+372.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.39% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $18,869 | $2,734+590.1% | $1,983+851.3% | $4,762+296.2% |
| Participant deferral / active EE | $18,296 | $4,011+356.1% | $3,239+464.9% | $5,850+212.7% |
| Admin fee / account holder | $6,229 | $8,285-24.8% | $6,101+2.1% | $11,596-46.3% |