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 | $537,845 | $111,724+381.4% | $93,606+474.6% | $145,922+268.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.38% | 202.98%-191.6pp | 133.20%-121.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $13,589 | $3,090+339.8% | $2,420+461.6% | $4,660+191.6% |
| Participant deferral / active EE | $9,872 | $4,912+101.0% | $4,411+123.8% | $6,688+47.6% |
| Admin fee / account holder | $3,772 | $10,250-63.2% | $8,285-54.5% | $13,397-71.8% |