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 | $250,164 | $72,400+245.5% | $67,502+270.6% | $145,922+71.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.04% | 7182.46%-7172.4pp | 3512.12%-3502.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $7,502 | $3,069+144.4% | $2,731+174.7% | $4,660+61.0% |
| Participant deferral / active EE | $9,500 | $4,783+98.6% | $4,000+137.5% | $6,688+42.1% |
| Admin fee / account holder | $21,083 | $5,539+280.6% | $3,998+427.4% | $13,397+57.4% |