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 | $671,036 | $202,318+231.7% | $172,739+288.5% | $152,861+339.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.61% | 1029.65%-1014.0pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $11,250 | $5,856+92.1% | $5,143+118.8% | $4,762+136.2% |
| Participant deferral / active EE | $16,759 | $5,948+181.8% | $5,198+222.4% | $5,850+186.5% |
| Admin fee / account holder | $32,487 | $17,109+89.9% | $13,954+132.8% | $11,596+180.1% |