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 | $666,037 | $157,256+323.5% | $141,162+371.8% | $152,861+335.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 24.19% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,284 | $5,261-37.6% | $4,735-30.6% | $4,762-31.0% |
| Participant deferral / active EE | $10,915 | $7,109+53.5% | $6,709+62.7% | $5,850+86.6% |
| Admin fee / account holder | $10,455 | $12,120-13.7% | $10,261+1.9% | $11,596-9.8% |