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 | $478,680 | $197,591+142.3% | $177,821+169.2% | $158,922+201.2% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 14.02% | 58.76%-44.7pp | 48.32%-34.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $17,149 | $6,697+156.1% | $5,918+189.8% | $4,761+260.2% |
| Participant deferral / active EE | $11,620 | $8,405+38.3% | $7,714+50.6% | $5,982+94.2% |
| Admin fee / account holder | $3,786 | $15,399-75.4% | $12,427-69.5% | $11,246-66.3% |