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 | $778,678 | $124,185+527.0% | $108,410+618.3% | $167,490+364.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.69% | 1379.64%-1364.0pp | 905.27%-889.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $11,683 | $4,187+179.1% | $3,558+228.3% | $4,837+141.5% |
| Participant deferral / active EE | $20,200 | $6,908+192.4% | $6,563+207.8% | $6,341+218.5% |
| Admin fee / account holder | $72,679 | $9,455+668.7% | $7,295+896.3% | $12,309+490.5% |