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 | $597,774 | $169,032+253.6% | $129,207+362.6% | $145,922+309.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.94% | 14330.11%-14316.2pp | 9417.33%-9403.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $25,324 | $5,537+357.4% | $4,153+509.8% | $4,660+443.5% |
| Participant deferral / active EE | $13,519 | $4,987+171.1% | $4,168+224.4% | $6,688+102.1% |
| Admin fee / account holder | $2,285 | $9,954-77.1% | $7,715-70.4% | $13,397-82.9% |