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 | $443,503 | $118,849+273.2% | $96,562+359.3% | $167,490+164.8% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 22.14% | 50.49%-28.3pp | 37.78%-15.6pp | 478.56%-456.4pp |
| Employer contribution / active EE | $3,219 | $3,120+3.2% | $2,356+36.6% | $4,837-33.5% |
| Participant deferral / active EE | $7,247 | $4,616+57.0% | $3,849+88.3% | $6,341+14.3% |
| Admin fee / account holder | $25,896 | $8,065+221.1% | $6,181+319.0% | $12,309+110.4% |