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 | $995,318 | $165,335+502.0% | $149,696+564.9% | $158,922+526.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.05% | 348.15%-312.1pp | 276.60%-240.6pp | 302.83%-266.8pp |
| Employer contribution / active EE | $30,875 | $5,103+505.1% | $4,644+564.8% | $4,761+548.5% |
| Participant deferral / active EE | $11,725 | $7,181+63.3% | $6,842+71.4% | $5,982+96.0% |
| Admin fee / account holder | $3,249 | $10,807-69.9% | $9,309-65.1% | $11,246-71.1% |