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 | $681,312 | $214,378+217.8% | $200,582+239.7% | $142,382+378.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 12.23% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $6,083 | $6,841-11.1% | $6,419-5.2% | $4,299+41.5% |
| Participant deferral / active EE | $11,240 | $9,865+13.9% | $9,331+20.5% | $6,507+72.7% |
| Admin fee / account holder | $29,249 | $17,692+65.3% | $16,305+79.4% | $12,624+131.7% |