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 | $465,976 | $177,572+162.4% | $154,803+201.0% | $142,382+227.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.39% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,250 | $4,810+9.1% | $4,305+21.9% | $4,299+22.1% |
| Participant deferral / active EE | $17,425 | $6,272+177.8% | $5,540+214.5% | $6,507+167.8% |
| Admin fee / account holder | $2,321 | $16,786-86.2% | $14,329-83.8% | $12,624-81.6% |