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 | $564,081 | $124,185+354.2% | $108,410+420.3% | $167,490+236.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 31.80% | 1379.64%-1347.8pp | 905.27%-873.5pp | 478.56%-446.8pp |
| Employer contribution / active EE | $12,818 | $4,187+206.2% | $3,558+260.2% | $4,837+165.0% |
| Participant deferral / active EE | $12,818 | $6,908+85.5% | $6,563+95.3% | $6,341+102.1% |
| Admin fee / account holder | $25,406 | $9,455+168.7% | $7,295+248.3% | $12,309+106.4% |