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 | $665,851 | $176,056+278.2% | $159,436+317.6% | $167,490+297.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.44% | 331.75%-316.3pp | 263.57%-248.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $23,647 | $5,297+346.4% | $4,829+389.6% | $4,837+388.8% |
| Participant deferral / active EE | $20,800 | $7,750+168.4% | $7,352+182.9% | $6,341+228.0% |
| Admin fee / account holder | $9,954 | $12,554-20.7% | $10,799-7.8% | $12,309-19.1% |