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 | $409,877 | $138,065+196.9% | $123,544+231.8% | $135,375+202.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 25.38% | 153.68%-128.3pp | 119.20%-93.8pp | 519.73%-494.4pp |
| Employer contribution / active EE | $13,606 | $5,151+164.1% | $4,628+194.0% | $4,779+184.7% |
| Participant deferral / active EE | $7,412 | $6,799+9.0% | $6,426+15.3% | $5,609+32.1% |
| Admin fee / account holder | $21,450 | $10,916+96.5% | $9,284+131.0% | $10,827+98.1% |