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 5-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 | $604,978 | $108,919+455.4% | $100,391+502.6% | $145,922+314.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.50% | 57.88%-34.4pp | 49.20%-25.7pp | 561.29%-537.8pp |
| Employer contribution / active EE | $72,340 | $4,419+1536.9% | $3,942+1735.3% | $4,660+1452.5% |
| Participant deferral / active EE | $22,834 | $8,445+170.4% | $8,082+182.5% | $6,688+241.4% |
| Admin fee / account holder | $115,321 | $9,689+1090.3% | $7,899+1359.9% | $13,397+760.8% |