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 | $459,185 | $176,056+160.8% | $159,436+188.0% | $167,490+174.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 16.56% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $9,924 | $5,297+87.3% | $4,829+105.5% | $4,837+105.1% |
| Participant deferral / active EE | $8,088 | $7,750+4.4% | $7,352+10.0% | $6,341+27.5% |
| Admin fee / account holder | $1,812 | $12,554-85.6% | $10,799-83.2% | $12,309-85.3% |