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 | $574,556 | $159,901+259.3% | $146,958+291.0% | $145,922+293.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.91% | 98.13%-76.2pp | 418.34%-396.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $2,275 | $5,286-57.0% | $4,933-53.9% | $4,660-51.2% |
| Participant deferral / active EE | $9,000 | $8,428+6.8% | $8,070+11.5% | $6,688+34.6% |
| Admin fee / account holder | $52,636 | $15,044+249.9% | $12,998+305.0% | $13,397+292.9% |