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 | $450,218 | $115,770+288.9% | $101,248+344.7% | $158,922+183.3% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 21.54% | 56.14%-34.6pp | 46.47%-24.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $4,694 | $4,175+12.4% | $3,660+28.3% | $4,761-1.4% |
| Participant deferral / active EE | $4,906 | $4,957-1.0% | $4,370+12.3% | $5,982-18.0% |
| Admin fee / account holder | $2,879 | $7,245-60.3% | $5,945-51.6% | $11,246-74.4% |