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 | $592,100 | $159,901+270.3% | $146,958+302.9% | $145,922+305.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.98% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,786 | $5,286-47.3% | $4,933-43.5% | $4,660-40.2% |
| Participant deferral / active EE | $13,600 | $8,428+61.4% | $8,070+68.5% | $6,688+103.4% |
| Admin fee / account holder | $10,865 | $15,044-27.8% | $12,998-16.4% | $13,397-18.9% |