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 | $458,948 | $197,591+132.3% | $177,821+158.1% | $158,922+188.8% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 16.24% | 58.76%-42.5pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $20,219 | $6,697+201.9% | $5,918+241.6% | $4,761+324.7% |
| Participant deferral / active EE | $13,273 | $8,405+57.9% | $7,714+72.1% | $5,982+121.9% |
| Admin fee / account holder | $9,507 | $15,399-38.3% | $12,427-23.5% | $11,246-15.5% |