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 | $981,006 | $159,602+514.7% | $150,045+553.8% | $142,382+589.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.19% | 70.24%-53.0pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $42,827 | $4,961+763.3% | $4,693+812.5% | $4,299+896.2% |
| Participant deferral / active EE | $22,738 | $8,310+173.6% | $7,997+184.3% | $6,507+249.4% |
| Admin fee / account holder | $25,657 | $14,846+72.8% | $13,435+91.0% | $12,624+103.2% |