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 | $519,841 | $185,822+179.8% | $169,993+205.8% | $139,434+272.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.33% | 60.50%-32.2pp | 53.37%-25.0pp | 372.94%-344.6pp |
| Employer contribution / active EE | $11,237 | $7,590+48.0% | $6,785+65.6% | $4,751+136.5% |
| Participant deferral / active EE | $11,733 | $11,622+1.0% | $10,408+12.7% | $6,710+74.9% |
| Admin fee / account holder | $5,617 | $15,381-63.5% | $12,815-56.2% | $11,403-50.7% |