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 6-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 | $615,607 | $158,398+288.6% | $126,539+386.5% | $142,382+332.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.93% | 593.76%-573.8pp | 425.95%-406.0pp | 217.08%-197.1pp |
| Employer contribution / active EE | $14,231 | $4,650+206.1% | $3,674+287.4% | $4,299+231.0% |
| Participant deferral / active EE | $11,973 | $4,767+151.2% | $4,083+193.3% | $6,507+84.0% |
| Admin fee / account holder | $3,755 | $6,918-45.7% | $6,065-38.1% | $12,624-70.3% |