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 | $458,419 | $179,726+155.1% | $156,263+193.4% | $142,382+222.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 13.42% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $18,282 | $5,069+260.6% | $4,333+321.9% | $4,299+325.2% |
| Participant deferral / active EE | $18,019 | $6,956+159.0% | $6,158+192.6% | $6,507+176.9% |
| Admin fee / account holder | $1,297 | $17,272-92.5% | $14,255-90.9% | $12,624-89.7% |