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 | $690,238 | $144,119+378.9% | $117,854+485.7% | $147,584+367.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 22.64% | 531.15%-508.5pp | 335.08%-312.4pp | 578.55%-555.9pp |
| Employer contribution / active EE | $3,185 | $4,896-35.0% | $3,786-15.9% | $4,876-34.7% |
| Participant deferral / active EE | $9,792 | $5,316+84.2% | $4,482+118.5% | $5,439+80.0% |
| Admin fee / account holder | $3,255 | $10,886-70.1% | $8,020-59.4% | $10,885-70.1% |