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 | $485,551 | $148,534+226.9% | $135,903+257.3% | $139,434+248.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.33% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $6,163 | $5,243+17.6% | $4,856+26.9% | $4,751+29.7% |
| Participant deferral / active EE | $26,939 | $8,100+232.6% | $7,758+247.3% | $6,710+301.5% |
| Admin fee / account holder | $88,680 | $12,400+615.2% | $10,762+724.0% | $11,403+677.7% |