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 | $838,637 | $209,411+300.5% | $178,490+369.9% | $158,922+427.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.29% | 188.75%-164.5pp | 151.07%-126.8pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,402 | $5,706-57.9% | $5,011-52.1% | $4,761-49.5% |
| Participant deferral / active EE | $3,411 | $5,954-42.7% | $5,202-34.4% | $5,982-43.0% |
| Admin fee / account holder | $5,109 | $17,074-70.1% | $13,984-63.5% | $11,246-54.6% |