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 | $755,921 | $117,841+541.5% | $102,423+638.0% | $145,922+418.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.89% | 31.65%-13.8pp | 29.32%-11.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $4,691 | $3,615+29.8% | $3,023+55.2% | $4,660+0.7% |
| Participant deferral / active EE | $13,496 | $5,731+135.5% | $5,053+167.1% | $6,688+101.8% |
| Admin fee / account holder | $799 | $13,326-94.0% | $9,451-91.5% | $13,397-94.0% |