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 | $449,056 | $148,534+202.3% | $135,903+230.4% | $139,434+222.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 23.04% | 79.19%-56.2pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $3,693 | $5,243-29.6% | $4,856-23.9% | $4,751-22.3% |
| Participant deferral / active EE | $13,636 | $8,100+68.3% | $7,758+75.8% | $6,710+103.2% |
| Admin fee / account holder | $8,595 | $12,400-30.7% | $10,762-20.1% | $11,403-24.6% |