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 | $288,116 | $144,119+99.9% | $117,854+144.5% | $147,584+95.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.19% | 531.15%-515.0pp | 335.08%-318.9pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,000 | $4,896+22.5% | $3,786+58.5% | $4,876+23.0% |
| Participant deferral / active EE | $9,776 | $5,316+83.9% | $4,482+118.1% | $5,439+79.8% |
| Admin fee / account holder | $1,562 | $10,886-85.7% | $8,020-80.5% | $10,885-85.7% |