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 | $811,288 | $159,901+407.4% | $146,958+452.1% | $145,922+456.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 24.41% | 98.13%-73.7pp | 418.34%-393.9pp | 561.29%-536.9pp |
| Employer contribution / active EE | $12,773 | $5,286+141.6% | $4,933+158.9% | $4,660+174.1% |
| Participant deferral / active EE | $19,531 | $8,428+131.7% | $8,070+142.0% | $6,688+192.0% |
| Admin fee / account holder | $6,937 | $15,044-53.9% | $12,998-46.6% | $13,397-48.2% |