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 | $520,008 | $114,381+354.6% | $107,525+383.6% | $142,382+265.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 15.47% | 242.71%-227.2pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $18,611 | $4,015+363.6% | $3,754+395.8% | $4,299+332.9% |
| Participant deferral / active EE | $15,875 | $5,564+185.3% | $5,116+210.3% | $6,507+144.0% |
| Admin fee / account holder | $4,463 | $9,860-54.7% | $8,919-50.0% | $12,624-64.6% |