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 | $570,856 | $214,378+166.3% | $200,582+184.6% | $142,382+300.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 12.50% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,563 | $6,841-77.2% | $6,419-75.6% | $4,299-63.6% |
| Participant deferral / active EE | $15,629 | $9,865+58.4% | $9,331+67.5% | $6,507+140.2% |
| Admin fee / account holder | $2,381 | $17,692-86.5% | $16,305-85.4% | $12,624-81.1% |