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 | $603,939 | $214,378+181.7% | $200,582+201.1% | $142,382+324.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 32.92% | 46.41%-13.5pp | 42.33%-9.4pp | 217.08%-184.2pp |
| Employer contribution / active EE | $2,834 | $6,841-58.6% | $6,419-55.9% | $4,299-34.1% |
| Participant deferral / active EE | $15,413 | $9,865+56.2% | $9,331+65.2% | $6,507+136.9% |
| Admin fee / account holder | $702 | $17,692-96.0% | $16,305-95.7% | $12,624-94.4% |