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 7-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 | $516,225 | $96,305+436.0% | $80,569+540.7% | $139,434+270.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.08% | 1350.08%-1333.0pp | 935.43%-918.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $13,571 | $3,262+316.0% | $2,723+398.3% | $4,751+185.7% |
| Participant deferral / active EE | $14,642 | $5,232+179.9% | $4,447+229.2% | $6,710+118.2% |
| Admin fee / account holder | $26,880 | $6,599+307.4% | $5,377+399.9% | $11,403+135.7% |