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 | $563,001 | $217,402+159.0% | $185,823+203.0% | $167,490+236.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 14.94% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,146 | $5,873-63.5% | $5,167-58.5% | $4,837-55.6% |
| Participant deferral / active EE | $11,560 | $6,356+81.9% | $5,568+107.6% | $6,341+82.3% |
| Admin fee / account holder | $3,713 | $19,811-81.3% | $16,237-77.1% | $12,309-69.8% |