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 | $421,079 | $179,726+134.3% | $156,263+169.5% | $142,382+195.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.07% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,860 | $5,069-4.1% | $4,333+12.2% | $4,299+13.0% |
| Participant deferral / active EE | $11,333 | $6,956+62.9% | $6,158+84.0% | $6,507+74.2% |
| Admin fee / account holder | $3,532 | $17,272-79.6% | $14,255-75.2% | $12,624-72.0% |