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 | $753,924 | $109,982+585.5% | $97,226+675.4% | $145,922+416.7% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 13.40% | 242.90%-229.5pp | 75.13%-61.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $18,216 | $3,084+490.7% | $2,729+567.5% | $4,660+290.9% |
| Participant deferral / active EE | $11,380 | $4,676+143.4% | $4,264+166.9% | $6,688+70.2% |
| Admin fee / account holder | $5,797 | $6,221-6.8% | $5,654+2.5% | $13,397-56.7% |