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 | $518,863 | $121,625+326.6% | $104,607+396.0% | $158,922+226.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.18% | 465.26%-452.1pp | 340.46%-327.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $15,957 | $3,163+404.5% | $2,681+495.3% | $4,761+235.2% |
| Participant deferral / active EE | $7,925 | $4,177+89.7% | $3,740+111.9% | $5,982+32.5% |
| Admin fee / account holder | $2,582 | $7,787-66.8% | $6,473-60.1% | $11,246-77.0% |