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 | $608,245 | $177,572+242.5% | $154,803+292.9% | $142,382+327.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.22% | 65.07%-43.8pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $8,236 | $4,810+71.2% | $4,305+91.3% | $4,299+91.6% |
| Participant deferral / active EE | $4,429 | $6,272-29.4% | $5,540-20.1% | $6,507-31.9% |
| Admin fee / account holder | $17,306 | $16,786+3.1% | $14,329+20.8% | $12,624+37.1% |