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 | $1,612,980 | $70,756+2179.6% | $65,493+2362.8% | $142,382+1032.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.91% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,992 | $2,881+73.3% | $2,574+93.9% | $4,299+16.1% |
| Participant deferral / active EE | $17,580 | $4,637+279.1% | $3,961+343.8% | $6,507+170.2% |
| Admin fee / account holder | $65,463 | $6,559+898.0% | $5,028+1201.9% | $12,624+418.6% |