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 | $529,902 | $105,998+399.9% | $92,233+474.5% | $147,584+259.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.26% | 50.05%-28.8pp | 176.28%-155.0pp | 578.55%-557.3pp |
| Employer contribution / active EE | $10,687 | $4,333+146.6% | $3,679+190.5% | $4,876+119.2% |
| Participant deferral / active EE | $6,354 | $4,478+41.9% | $3,897+63.1% | $5,439+16.8% |
| Admin fee / account holder | $3,349 | $6,332-47.1% | $5,194-35.5% | $10,885-69.2% |