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 | $380,049 | $165,335+129.9% | $149,696+153.9% | $158,922+139.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 20.44% | 348.15%-327.7pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,593 | $5,103-29.6% | $4,644-22.6% | $4,761-24.5% |
| Participant deferral / active EE | $10,679 | $7,181+48.7% | $6,842+56.1% | $5,982+78.5% |
| Admin fee / account holder | $60,633 | $10,807+461.1% | $9,309+551.4% | $11,246+439.2% |