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 | $722,741 | $109,817+558.1% | $98,442+634.2% | $167,490+331.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.14% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $16,823 | $3,224+421.8% | $2,960+468.4% | $4,837+247.8% |
| Participant deferral / active EE | $20,441 | $4,673+337.4% | $4,276+378.0% | $6,341+222.4% |
| Admin fee / account holder | $1,432 | $6,753-78.8% | $5,949-75.9% | $12,309-88.4% |