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 | $447,293 | $185,822+140.7% | $169,993+163.1% | $139,434+220.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.76% | 60.50%-36.7pp | 53.37%-29.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $17,907 | $7,590+135.9% | $6,785+163.9% | $4,751+276.9% |
| Participant deferral / active EE | $18,750 | $11,622+61.3% | $10,408+80.2% | $6,710+179.4% |
| Admin fee / account holder | $32,436 | $15,381+110.9% | $12,815+153.1% | $11,403+184.5% |