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 | $748,125 | $180,449+314.6% | $154,107+385.5% | $135,375+452.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.04% | 888.09%-893.1pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $15,320 | $6,035+153.8% | $5,298+189.2% | $4,779+220.6% |
| Participant deferral / active EE | $13,529 | $5,806+133.0% | $5,081+166.3% | $5,609+141.2% |
| Admin fee / account holder | $93,609 | $16,143+479.9% | $13,411+598.0% | $10,827+764.6% |