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 | $2,031,968 | $109,817+1750.3% | $98,442+1964.1% | $167,490+1113.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.99% | 1956.69%-1938.7pp | 1492.73%-1474.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $9,000 | $3,224+179.2% | $2,960+204.1% | $4,837+86.0% |
| Participant deferral / active EE | $6,500 | $4,673+39.1% | $4,276+52.0% | $6,341+2.5% |
| Admin fee / account holder | $81,994 | $6,753+1114.2% | $5,949+1278.2% | $12,309+566.1% |