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 | $3,177,890 | $165,912+1815.4% | $122,332+2497.8% | $147,584+2053.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.37% | 34.55%-13.2pp | 30.27%-8.9pp | 578.55%-557.2pp |
| Employer contribution / active EE | $36,000 | $5,754+525.6% | $4,050+788.8% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $4,005+499.2% | $3,287+630.2% | $5,439+341.3% |
| Admin fee / account holder | $27,801 | $7,424+274.5% | $5,478+407.5% | $10,885+155.4% |