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 | $921,204 | $210,408+337.8% | $153,485+500.2% | $145,922+531.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.50% | 13.37%-3.9pp | 15.65%-6.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $16,568 | $6,048+174.0% | $5,039+228.8% | $4,660+255.6% |
| Participant deferral / active EE | $10,395 | $7,975+30.3% | $6,757+53.8% | $6,688+55.4% |
| Admin fee / account holder | $48,202 | $19,419+148.2% | $12,724+278.8% | $13,397+259.8% |