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 | $845,756 | $159,602+429.9% | $150,045+463.7% | $142,382+494.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 101.13% | 70.24%+30.9pp | 62.55%+38.6pp | 217.08%-115.9pp |
| Employer contribution / active EE | $3,709 | $4,961-25.2% | $4,693-21.0% | $4,299-13.7% |
| Participant deferral / active EE | $10,447 | $8,310+25.7% | $7,997+30.6% | $6,507+60.5% |
| Admin fee / account holder | $5,698 | $14,846-61.6% | $13,435-57.6% | $12,624-54.9% |