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 | $579,696 | $106,890+442.3% | $84,015+590.0% | $152,861+279.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 8.70% | 104.99%-96.3pp | 71.31%-62.6pp | 345.32%-336.6pp |
| Employer contribution / active EE | $35,667 | $2,734+1204.4% | $1,983+1698.2% | $4,762+648.9% |
| Participant deferral / active EE | $4,333 | $4,011+8.0% | $3,239+33.8% | $5,850-25.9% |
| Admin fee / account holder | $2,361 | $8,285-71.5% | $6,101-61.3% | $11,596-79.6% |