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 | $464,512 | $209,411+121.8% | $178,490+160.2% | $158,922+192.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.73% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $13,455 | $5,706+135.8% | $5,011+168.5% | $4,761+182.6% |
| Participant deferral / active EE | $11,755 | $5,954+97.4% | $5,202+126.0% | $5,982+96.5% |
| Admin fee / account holder | $581 | $17,074-96.6% | $13,984-95.8% | $11,246-94.8% |