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 | $516,225 | $175,202+194.6% | $149,673+244.9% | $139,434+270.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.68% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $4,341 | $5,474-20.7% | $4,818-9.9% | $4,751-8.6% |
| Participant deferral / active EE | $5,304 | $6,519-18.6% | $5,680-6.6% | $6,710-21.0% |
| Admin fee / account holder | $3,044 | $16,150-81.2% | $13,210-77.0% | $11,403-73.3% |