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 | $494,355 | $124,185+298.1% | $108,410+356.0% | $167,490+195.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.12% | 1379.64%-1365.5pp | 905.27%-891.1pp | 478.56%-464.4pp |
| Employer contribution / active EE | $11,667 | $4,187+178.7% | $3,558+227.9% | $4,837+141.2% |
| Participant deferral / active EE | $17,733 | $6,908+156.7% | $6,563+170.2% | $6,341+179.7% |
| Admin fee / account holder | $1,783 | $9,455-81.1% | $7,295-75.6% | $12,309-85.5% |