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 | $2,556,467 | $159,901+1498.8% | $146,958+1639.6% | $145,922+1651.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.08% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $28,455 | $5,286+438.3% | $4,933+476.8% | $4,660+510.7% |
| Participant deferral / active EE | $12,200 | $8,428+44.8% | $8,070+51.2% | $6,688+82.4% |
| Admin fee / account holder | $79,032 | $15,044+425.3% | $12,998+508.0% | $13,397+489.9% |