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 | $900,425 | $159,901+463.1% | $146,958+512.7% | $145,922+517.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.52% | 98.13%-73.6pp | 418.34%-393.8pp | 561.29%-536.8pp |
| Employer contribution / active EE | $7,354 | $5,286+39.1% | $4,933+49.1% | $4,660+57.8% |
| Participant deferral / active EE | $24,667 | $8,428+192.7% | $8,070+205.7% | $6,688+268.8% |
| Admin fee / account holder | $2,399 | $15,044-84.1% | $12,998-81.5% | $13,397-82.1% |