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 | $638,368 | $177,572+259.5% | $154,803+312.4% | $142,382+348.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.17% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,919 | $4,810+2.3% | $4,305+14.3% | $4,299+14.4% |
| Participant deferral / active EE | $9,552 | $6,272+52.3% | $5,540+72.4% | $6,507+46.8% |
| Admin fee / account holder | $2,489 | $16,786-85.2% | $14,329-82.6% | $12,624-80.3% |