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 | $511,881 | $126,574+304.4% | $106,213+381.9% | $145,922+250.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.27% | 224.79%-216.5pp | 116.14%-107.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $5,304 | $3,730+42.2% | $3,171+67.2% | $4,660+13.8% |
| Participant deferral / active EE | $18,095 | $5,724+216.2% | $5,016+260.8% | $6,688+170.6% |
| Admin fee / account holder | $1,030 | $17,304-94.0% | $11,033-90.7% | $13,397-92.3% |