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 | $418,773 | $177,572+135.8% | $154,803+170.5% | $142,382+194.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.43% | 65.07%-53.6pp | 58.88%-47.5pp | 217.08%-205.6pp |
| Employer contribution / active EE | $9,683 | $4,810+101.3% | $4,305+124.9% | $4,299+125.2% |
| Participant deferral / active EE | $9,591 | $6,272+52.9% | $5,540+73.1% | $6,507+47.4% |
| Admin fee / account holder | $765 | $16,786-95.4% | $14,329-94.7% | $12,624-93.9% |