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 8-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 | $1,292,674 | $103,376+1150.5% | $87,100+1384.1% | $152,861+745.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.43% | 28.10%-9.7pp | 28.19%-9.8pp | 345.32%-326.9pp |
| Employer contribution / active EE | $21,554 | $3,220+569.3% | $2,521+754.9% | $4,762+352.6% |
| Participant deferral / active EE | $14,667 | $4,778+207.0% | $4,049+262.3% | $5,850+150.7% |
| Admin fee / account holder | $39,996 | $12,205+227.7% | $7,497+433.5% | $11,596+244.9% |