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 7-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 | $883,546 | $159,602+453.6% | $150,045+488.9% | $142,382+520.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 210.53% | 70.24%+140.3pp | 62.55%+148.0pp | 217.08%-6.5pp |
| Employer contribution / active EE | $12,009 | $4,961+142.1% | $4,693+155.9% | $4,299+179.3% |
| Participant deferral / active EE | $23,595 | $8,310+183.9% | $7,997+195.0% | $6,507+262.6% |
| Admin fee / account holder | $1,981 | $14,846-86.7% | $13,435-85.3% | $12,624-84.3% |