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 | $444,344 | $159,901+177.9% | $146,958+202.4% | $145,922+204.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $13,600 | $5,286+157.3% | $4,933+175.7% | $4,660+191.9% |
| Participant deferral / active EE | $10,233 | $8,428+21.4% | $8,070+26.8% | $6,688+53.0% |
| Admin fee / account holder | $45,749 | $15,044+204.1% | $12,998+252.0% | $13,397+241.5% |