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 | $509,662 | $109,817+364.1% | $98,442+417.7% | $167,490+204.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 13.31% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,407 | $3,224-56.4% | $2,960-52.5% | $4,837-70.9% |
| Participant deferral / active EE | $5,569 | $4,673+19.2% | $4,276+30.2% | $6,341-12.2% |
| Admin fee / account holder | $40,005 | $6,753+492.4% | $5,949+572.4% | $12,309+225.0% |