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 | $593,319 | $162,781+264.5% | $133,956+342.9% | $158,922+273.3% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 20.37% | 41.94%-21.6pp | 45.09%-24.7pp | 302.83%-282.5pp |
| Employer contribution / active EE | $19,263 | $4,975+287.2% | $3,919+391.6% | $4,761+304.6% |
| Participant deferral / active EE | $11,336 | $5,911+91.8% | $5,048+124.6% | $5,982+89.5% |
| Admin fee / account holder | $6,247 | $11,736-46.8% | $8,927-30.0% | $11,246-44.5% |