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 | $772,331 | $171,865+349.4% | $149,718+415.9% | $147,584+423.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.39% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $12,297 | $6,275+96.0% | $5,445+125.8% | $4,876+152.2% |
| Participant deferral / active EE | $16,188 | $7,271+122.6% | $6,569+146.4% | $5,439+197.6% |
| Admin fee / account holder | $686 | $13,799-95.0% | $11,283-93.9% | $10,885-93.7% |