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 | $892,246 | $157,256+467.4% | $141,162+532.1% | $152,861+483.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.53% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $16,859 | $5,261+220.4% | $4,735+256.0% | $4,762+254.0% |
| Participant deferral / active EE | $6,408 | $7,109-9.9% | $6,709-4.5% | $5,850+9.5% |
| Admin fee / account holder | $19,487 | $12,120+60.8% | $10,261+89.9% | $11,596+68.0% |