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 | $526,411 | $183,519+186.8% | $155,509+238.5% | $145,922+260.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.63% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,437 | $5,313-54.1% | $4,672-47.8% | $4,660-47.7% |
| Participant deferral / active EE | $17,938 | $6,462+177.6% | $5,626+218.8% | $6,688+168.2% |
| Admin fee / account holder | $1,868 | $19,313-90.3% | $15,912-88.3% | $13,397-86.1% |