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 | $551,883 | $165,984+232.5% | $164,813+234.9% | $145,922+278.2% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 19.84% | 100.03%-80.2pp | 69.93%-50.1pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,656 | $5,273-49.6% | $4,341-38.8% | $4,660-43.0% |
| Participant deferral / active EE | $7,140 | $6,959+2.6% | $6,031+18.4% | $6,688+6.8% |
| Admin fee / account holder | $5,874 | $16,648-64.7% | $12,690-53.7% | $13,397-56.2% |