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 | $1,281,454 | $100,773+1171.6% | $88,946+1340.7% | $142,382+800.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.14% | 70.18%-49.0pp | 57.82%-36.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $8,585 | $2,918+194.2% | $2,555+236.0% | $4,299+99.7% |
| Participant deferral / active EE | $15,500 | $5,230+196.4% | $4,581+238.3% | $6,507+138.2% |
| Admin fee / account holder | $9,889 | $9,693+2.0% | $8,261+19.7% | $12,624-21.7% |