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 | $422,385 | $159,602+164.6% | $150,045+181.5% | $142,382+196.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 200.96% | 70.24%+130.7pp | 62.55%+138.4pp | 217.08%-16.1pp |
| Employer contribution / active EE | $4,545 | $4,961-8.4% | $4,693-3.2% | $4,299+5.7% |
| Participant deferral / active EE | $17,532 | $8,310+111.0% | $7,997+119.2% | $6,507+169.4% |
| Admin fee / account holder | $5,746 | $14,846-61.3% | $13,435-57.2% | $12,624-54.5% |