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 | $414,354 | $180,449+129.6% | $154,107+168.9% | $135,375+206.1% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | 18.06% | 888.09%-870.0pp | 735.12%-717.1pp | 519.73%-501.7pp |
| Employer contribution / active EE | $4,052 | $6,035-32.9% | $5,298-23.5% | $4,779-15.2% |
| Participant deferral / active EE | $4,547 | $5,806-21.7% | $5,081-10.5% | $5,609-18.9% |
| Admin fee / account holder | $705 | $16,143-95.6% | $13,411-94.7% | $10,827-93.5% |