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 9-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 | $546,267 | $169,032+223.2% | $129,207+322.8% | $145,922+274.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.39% | 14330.11%-14316.7pp | 9417.33%-9403.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $6,283 | $5,537+13.5% | $4,153+51.3% | $4,660+34.8% |
| Participant deferral / active EE | $12,398 | $4,987+148.6% | $4,168+197.5% | $6,688+85.4% |
| Admin fee / account holder | $1,440 | $9,954-85.5% | $7,715-81.3% | $13,397-89.3% |