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 | $446,409 | $238,490+87.2% | $180,183+147.8% | $142,382+213.5% |
| Participation rate | 94.4% | 82.3%+12.2pp | 77.4%+17.0pp | 80.1%+14.3pp |
| Annual return | 15.73% | 33.56%-17.8pp | 27.86%-12.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $19,746 | $6,143+221.5% | $5,039+291.9% | $4,299+359.3% |
| Participant deferral / active EE | $10,792 | $7,996+35.0% | $6,822+58.2% | $6,507+65.8% |
| Admin fee / account holder | $2,378 | $28,866-91.8% | $19,975-88.1% | $12,624-81.2% |