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 | $474,347 | $177,572+167.1% | $154,803+206.4% | $142,382+233.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.87% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $14,472 | $4,810+200.8% | $4,305+236.1% | $4,299+236.6% |
| Participant deferral / active EE | $14,337 | $6,272+128.6% | $5,540+158.8% | $6,507+120.3% |
| Admin fee / account holder | $11,581 | $16,786-31.0% | $14,329-19.2% | $12,624-8.3% |