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 | $1,034,810 | $209,411+394.2% | $178,490+479.8% | $158,922+551.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.92% | 188.75%-158.8pp | 151.07%-121.1pp | 302.83%-272.9pp |
| Employer contribution / active EE | $10,082 | $5,706+76.7% | $5,011+101.2% | $4,761+111.8% |
| Participant deferral / active EE | $11,701 | $5,954+96.5% | $5,202+124.9% | $5,982+95.6% |
| Admin fee / account holder | $27,273 | $17,074+59.7% | $13,984+95.0% | $11,246+142.5% |