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 | $2,017,054 | $108,919+1751.9% | $100,391+1909.2% | $145,922+1282.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 41.99% | 57.88%-15.9pp | 49.20%-7.2pp | 561.29%-519.3pp |
| Employer contribution / active EE | $8,000 | $4,419+81.0% | $3,942+103.0% | $4,660+71.7% |
| Participant deferral / active EE | $6,429 | $8,445-23.9% | $8,082-20.5% | $6,688-3.9% |
| Admin fee / account holder | $55,130 | $9,689+469.0% | $7,899+597.9% | $13,397+311.5% |