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 | $786,570 | $148,534+429.6% | $135,903+478.8% | $139,434+464.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 13.92% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $19,483 | $5,243+271.6% | $4,856+301.2% | $4,751+310.1% |
| Participant deferral / active EE | $15,085 | $8,100+86.2% | $7,758+94.4% | $6,710+124.8% |
| Admin fee / account holder | $77,858 | $12,400+527.9% | $10,762+623.4% | $11,403+582.8% |