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 | $988,936 | $238,490+314.7% | $180,183+448.9% | $142,382+594.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.05% | 33.56%-17.5pp | 27.86%-11.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $14,793 | $6,143+140.8% | $5,039+193.6% | $4,299+244.1% |
| Participant deferral / active EE | $33,667 | $7,996+321.0% | $6,822+393.5% | $6,507+417.4% |
| Admin fee / account holder | $4,591 | $28,866-84.1% | $19,975-77.0% | $12,624-63.6% |