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 | $440,637 | $105,126+319.2% | $94,646+365.6% | $139,434+216.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 16.85% | 38.03%-21.2pp | 156.71%-139.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,184 | $4,106-22.5% | $3,672-13.3% | $4,751-33.0% |
| Participant deferral / active EE | $11,026 | $7,599+45.1% | $7,418+48.6% | $6,710+64.3% |
| Admin fee / account holder | $3,601 | $8,984-59.9% | $7,231-50.2% | $11,403-68.4% |