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 | $787,412 | $74,888+951.4% | $71,209+1005.8% | $142,382+453.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.19% | 345.14%-321.9pp | 282.51%-259.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,634 | $2,854+62.4% | $2,721+70.3% | $4,299+7.8% |
| Participant deferral / active EE | $11,590 | $4,454+160.2% | $4,175+177.6% | $6,507+78.1% |
| Admin fee / account holder | $6,721 | $5,568+20.7% | $5,349+25.6% | $12,624-46.8% |