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 | $880,794 | $202,318+335.4% | $172,739+409.9% | $152,861+476.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 30.88% | 1029.65%-998.8pp | 802.84%-772.0pp | 345.32%-314.4pp |
| Employer contribution / active EE | $11,898 | $5,856+103.2% | $5,143+131.4% | $4,762+149.8% |
| Participant deferral / active EE | $12,384 | $5,948+108.2% | $5,198+138.3% | $5,850+111.7% |
| Admin fee / account holder | $25,513 | $17,109+49.1% | $13,954+82.8% | $11,596+120.0% |