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 | $908,762 | $159,602+469.4% | $150,045+505.7% | $142,382+538.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 54.47% | 70.24%-15.8pp | 62.55%-8.1pp | 217.08%-162.6pp |
| Employer contribution / active EE | $15,735 | $4,961+217.2% | $4,693+235.3% | $4,299+266.0% |
| Participant deferral / active EE | $8,049 | $8,310-3.1% | $7,997+0.6% | $6,507+23.7% |
| Admin fee / account holder | $6,000 | $14,846-59.6% | $13,435-55.3% | $12,624-52.5% |