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 | $414,455 | $176,056+135.4% | $159,436+160.0% | $167,490+147.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.10% | 331.75%-316.6pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,794 | $5,297-28.4% | $4,829-21.4% | $4,837-21.6% |
| Participant deferral / active EE | $8,729 | $7,750+12.6% | $7,352+18.7% | $6,341+37.7% |
| Admin fee / account holder | $50,871 | $12,554+305.2% | $10,799+371.1% | $12,309+313.3% |