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 | $647,894 | $226,064+186.6% | $182,532+254.9% | $152,861+323.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.45% | 192.51%-174.1pp | 148.54%-130.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $5,243 | $4,978+5.3% | $4,076+28.6% | $4,762+10.1% |
| Participant deferral / active EE | $11,576 | $6,368+81.8% | $5,524+109.5% | $5,850+97.9% |
| Admin fee / account holder | $15,456 | $10,703+44.4% | $8,592+79.9% | $11,596+33.3% |